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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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Four Steps to Valuing an Estate

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

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Social Security Taxes

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Tax Management Strategies

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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