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
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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Apps that help small business owners better manage and grow their business.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate