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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax preparation may be the perfect time to give the household budget a check-up.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.