Broker Check

2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
[email protected]

 

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:

  1. Establishing and defining the relationship
  2. Gathering data, including goals
  3. Analyzing and evaluating current financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing recommendations
  6. 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

  1. Embrace Faith and Family 
  2. Pursue learning to grow and share knowledge 
  3. Engage through active listening to better understand and help others
  4. Anticipate, embrace, and drive change through new ideas and bold actions to help others
  5. Create moments of joy for our clients through their experience with our firm
  6. Show loyalty to clients, fellow employees, and the company
  7. Be honest, trustworthy, and strictly confidential
  8. Be friendly, courteous, kind, and cheerful
  9. Use resources efficiently
  10. Be humble and have fun


Mission

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.


Vision

Help enable our clients to realize their dreams and have the financial means to pursue them.

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Saving for College 101

Here’s a crash course on saving for college.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow