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.
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All about how missing the best market days (or the worst!) might affect your portfolio.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here are five facts about Social Security that are important to keep in mind.
Currency has been around for a long time. Here’s a quick history lesson.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.