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
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the economy's cycles can help put current business conditions in better perspective.
Learn when it may not make sense to file a claim on your home insurance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Simple steps may help you foil hackers and protect your privacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that home, you invested that money?
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.