Pennica Financial Group
Pennica Financial Group (PFG) is a different kind of financial company—one that is built for the client. We go to work everyday for one purpose—to serve our many clients and their interests! We believe that with the implosion of many financial firms and banks during the 2008 recession, many people were shaken. Their confidence was tested at the very least. We stood by our clients every day helping them with their fear and emotions. After all, that is what a trusted advisor does! Does your firm or advisor do that for you?
Secondly, we understand that everyone is different and unique. We believe a “one size fits all approach is not the best approach." That is why we listen, we learn, and then we make recommendations. We take our clients through a process so that all parties get their voice in this important matter. We believe this is very crucial.
And finally, our recommendations do not come from a corporate headquarters—it comes from years of experience and the ability to make unbiased choices for our clients. We do not offer or make proprietary financial products or services. Hence, we constantly look for companies that make financial products that work toward our client’s goals.
If you are looking for an independent financial professional, look no further. Let us earn your respect and business.
To Your Financial Success,
Founder & President
Ever feel that your financial firm or advisor is not listening to you? PFG is completely independent and does not take its orders from a huge corporate entity. What a breath of fresh air!Learn More
Who We Are
A different kind of financial company. One that is built for the customer! Our mission is to serve you-the client! We are small enough to care and big enough to take care of your financial needsLearn More
What We Do
With years of good old-fashioned experience, we listen, we learn, and we advise. What other way is there to do business?Learn More
Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
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It's important to understand the pros and cons when considering a prepaid debit card.
Important items to consider when purchasing condo insurance.
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This calculator demonstrates the power of compound interest.
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Estimate how much of your Social Security benefit may be considered taxable.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.