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2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
info@pendletonfinancial.com

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Financial Planning & Investment Management

We work with families and businesses by helping them grow and protect their investments.  We are fee-based investment advisors who put the client’s needs ahead of our own.  We focus on the goals of the client and build a financial plan around those goals.  We follow time-tested principles to deliver consistent advice to our clients and help them achieve their goals.  


Whether it be crafting tax-advantaged strategies, helping to create an estate plan, or planning for long term care, we are here for our clients.

 


How We Help:


·        Retirement Plan Consulting (Profit Sharing, 401k & 409a)

·        Long Term Asset Growth

·        Wealth Protection

·        Planning for Retirement Income

·        Charitable Planned Giving

·        Equitable Estate Distribution

 


Tools We Use:



·        Tax-Efficient Managed Accounts

·        Stocks & Bonds

·        Exchange Traded Funds & Mutual Funds

·        Institutional Research Tools and Services

·        Life Insurance & Annuities

·        Disability & Long Term Care Insurance



Professional Partners:


·        Certified Public Accountants

·        Tax & Estate Planning Attorneys

·        Third-Party Custodians, Recordkeepers and TPAs

·        Property & Casualty Insurance Brokers

·        Employee Benefits Advisors

·        Commercial & Personal Bankers

·        Real Estate Brokers



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