Pensinger Financial
  • About Us
    • A Quick Look
    • Core Values
    • Background
    • What it Means to be a CFP®
    • Code of Ethics
    • Investment Philosophy
  • What We Do
    • Our Services
    • Our Pricing
    • 401(k) and 403(b) Set Up
    • 401(k) and 403(b) Rollover
    • Small Business Retirement Plans
    • HCBA Retirement Solution
  • Resources
    • Investment Returns
    • Helpful Links
    • Reading Recommendations
    • Frequently Asked Questions
  • Extras
    • Videos
    • The Right Way to Invest Blog
    • Photos
    • That Familiar Voice
    • DFA Youtube Channel
  • Contact
  • Client Access
    • Atlas Software Access
    • NetXInvestor Access
    • NetXInvestor Guides

Planning. Commitment. Reward.

“I will do the planning, we will make the commitment, you will receive the reward.” -Michael Pensinger

Financial planning is not a one way street. It takes honest and critical commitment from both sides – the planner and the client. With your input Pensinger Financial will create a financial plan designed around your specific needs.  Your plan will serve as a financial road map to accomplishing your goals and objectives.

Comprehensive financial planning is a multi-step process which occurs with important client interaction at every step. Throughout these steps it is our job to gather the necessary data, analyze it, develop a plan, communicate the plan to you first, and upon your approval we will implement the plan, then we will continue to monitor it and make adjustments as your financial and life situations change. Our purpose is to be your financial coach at your side as together we navigate a financially turbulent and unpredictable world.
ABOUT US
A Quick Look
Core Values
Background
What it Means to be a CFP
Code of Ethics
Investment Philosophy
WHAT WE DO
Our Services 
Our Pricing 
401(k) / 403(b) Rollover
Small Business Retirement Plans
​HCBA Retirement Solution
RESOURCES
Client Access
Investment Returns
Helpful Links
Reading Recommendations
Frequently Asked Questions
EXTRAS
Videos
​The Right Way To Invest Blog

Photos
​​That Familiar Voice
DFA Youtube Channel
CONTACT
Lemont, Illinois 60439
630-754-7580 Phone
630-590-9392 Fax

© 2015 Pensinger Financial, Inc