How I Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help you reduce these risks through a wide
range of services and solutions, including:
Retirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Tax Planning
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Employee Benefits
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Long-Term Care
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Agents of Pennica Financial Group disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the services mentioned may be available in every state.