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
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Calculating your potential Social Security benefit is a three-step process.
Why have the markets been so volatile recently?
Military families face unique challenges, making personal finance even more critical.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Being healthy not only makes you feel good, it may also help you financially.
It's important to understand how inflation is reported and how it can affect investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.