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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are things about Social Security that might surprise you.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Currency has been around for a long time. Here’s a quick history lesson.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.