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

the Goal of retirement Planning

“if you fail to plan, you plan to fail” 

A retirement planner’s goal is simple: to provide sound and organized financial advice to individuals and families.  People can benefit from the services of a retirement planner in many ways.  Retirement planners provide a coordinated strategy for managing the immediate and long term needs of clients who might be too busy to stay informed on financial issues.  Retirement planners are able to compile the information provided by various financial specialists and determine the best course of action for a client.  Retirement planners can serve as a liaison between clients and other financial professionals.  There are four major components of retirement planning: investments; insurance planning; estate planning; and income tax planning.

“No portfolio guarantees success, but a plan never implemented is sure to fail.” Richard Ferri, CFA, All About Asset Allocation, 2010
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