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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Retirees traveling abroad need to know that their health insurance travels with them.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
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
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate