trust above all else
“do what is right...always"
Trust is at the foundation of Pensinger Financial. We understand you need trust more than anything else from the person and the firm you hire to get you retired and your family financially taken care of. That means everything to us and we're honored and grateful to have our clients' trust. We earned theirs through dedication, relationship building, kindness, care for them and their loved ones, always relying on our core values, and an unwavering commitment to see them one day retire. We know we'll do the same for you, but we also know it takes time to build a level of trust. We appreciate that thinking and we feel the same way, but we love to offer up how there are a few pieces we can put in place now that will help lay the trust foundation with which you and us will build upon for decades to come.
No strings attached. We don't have anything to sell. Most firms will sell you company products that are high cost and loaded with hidden fees, while these products get your advisor more money, it simply means less money for you - we don't sell products. To learn more about the importance of partnering with an independent firm click here.
Fiduciary duty means we legally and ethically put your interests ahead of our own at all times, we will only do what is best for you. Brokers and other salespeople work for banks, brokerage firms, and insurance companies, they are not held to the same level of fiduciary duty.
Our only compensation is a set fee for financial planning and investment management. We only provide straight forward and fully transparent pricing with no commissions and no hidden fees. We are very proud to say our clients know down to the penny how much they are charged for everything. To see our pricing click here and to learn more about the importance of partnering with a fee-only firm click here.