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.
Penn Financial utilizes a broad spectrum of Managed Investment Platforms and Investments to create your unique, goal-oriented portfolio.
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 needs and goals.
Creating a plan and portfolio that aligns with your values, needs and goals is where our process shines. Penn Financial’s GPS Financial Planning process helps lead us to investment choices, decisions, and plans 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.
We only do one thing here at Penn Financial, we do your financial planning and execution. We use 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 a financially successful, values based, goal oriented life.
Contact us today to learn more, we look forward to meeting you.
Summit Brokerage Services, Inc., its affiliates and Penn Financial, LLC., do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.