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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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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