We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.
Holistic Retirement Planning
Your Holistic Retirement Plan awaits!
Your plan consists of three main components. Penn Financial’s GPS Financial planning process, your values and goals, and a broad spectrum of Managed Investment Platforms and investments.
Creating your plan and portfolio, aligned with your values, needs and goals, is where our process shines. Penn Financial’s GPS Financial Planning process helps lead us to investment choices and decisions that are designed to help you to meet your goals. As a Fiduciary, Gary Penn has your best interest as his highest priority. When you succeed, we succeed.
If you are like most people, you dream of a retirement that’s free from worry, with the freedom to live life, your way. To help you, we’ve created a holistic approach to retirement planning and execution. Our GPS Financial Planning process is one piece of that holistic approach, and a great place to start.
Penn Financial’s exclusive GPS system creates a financial plan that’s tailored to fit YOUR needs. Fully customizable, GPS can be tailored to your dreams. No matter what your goals are, we can incorporate them in your plan. Maybe you want to buy a second home or a new car, or help with college for grandkids. Whatever your goals are, we can build them into the plan and evaluate their potential effect on you long term success.
GPS considers inflation, taxation, healthcare costs, long term care, income needs, and so much more. It truly is a fantastic way to look at your financial situation today and in the future. No matter where you are in life, GPS is a great tool. If you are a young saver or already retired, GPS is the planning tool for you.
When it comes to investing, no two clients are exactly alike. Differences in age, health, net worth, lifestyle and other aspects means that your portfolio must be personalized to align with your values, needs and goals.
Penn Financial uses a broad spectrum of investments and managed investment platforms to create personalized, goal-oriented client portfolios. Each client portfolio is created and managed with one overriding mandate, help the client to succeed in planning for, and living in retirement, and leaving a legacy to those that they love.
We’ll work together to create and implement your holistic plan and monitor your progress with regular meetings. This allows us to adjust your financial plan to reflect shifts in the marketplace and your life situations that affect you and your family.
As a Fiduciary and Financial Advisor, Gary Penn consistently maintains and exceeds his continuing education requirements to stay current on the ever-changing financial industry. Our firm is constantly learning and growing. Penn Financial is committed to staying up-to-date on all relevant tax, estate, and Social Security laws to make sure you are always provided with the best financial advice that reflects your unique situation. You are our focus, helping you to succeed is our mission.
We only do one thing here at Penn Financial, we do Your Financial Planning and Execution.