Partners in your Financial Future
At Pendleton Financial, your goals and objectives come first. We work alongside business owners, professionals and families to help realize their goals and objectives by identifying what is most important to you. We then build a holistic, comprehensive financial plan to guide as a blueprint in obtaining your goals. Consistent monitoring allows us to make changes to your plan to ensure success. Through our process, you will have a very clear picture of what is necessary to achieve your financial goals.
The Proven Success of our Planning Process
Every good strategy begins with a structured plan. We use the proven CFPR CERTIFIED FINANCIAL PLANNERTM process guides us in building and monitoring your plan:
- Establishing and defining the relationship
- Gathering data, including goals
- Analyzing and evaluating current financial status
- Developing and presenting recommendations and/or alternatives
- Implementing recommendations
- Monitoring success
Start Your Financial Plan
Create an investment plan to achieve your goals: Click Here to begin your financial planning process.
Our Guiding Principles
- Embrace Faith and Family
- Pursue learning to grow and share knowledge
- Engage through active listening to better understand and help others
- Anticipate, embrace, and drive change through new ideas and bold actions to help others
- Create moments of joy for our clients through their experience with our firm
- Show loyalty to clients, fellow employees, and the company
- Be honest, trustworthy, and strictly confidential
- Be friendly, courteous, kind, and cheerful
- Use resources efficiently
- Be humble and have fun
Helping families and businesses achieve their financial goals by taking a holistic, planning approach to introduce well researched planning strategies that complement your financial objectives.
Help enable our clients to realize their dreams and have the financial means to pursue them.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Simple steps may help you foil hackers and protect your privacy.
There are things about Social Security that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
A special needs trust helps care for a special needs child when you’re gone.