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