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STRATEGIC PLANNING

Navigate The Path To Financial Success

We understand the importance of effective planning in achieving both short-term and long-term goals. Our team is here to provide personalized and client-centric strategies to help you navigate the path to financial success.

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Our Approach 

At Penny Lane, we believe in a comprehensive and personalized approach to looking at your financial life.. Our philosophy is centered around understanding your unique financial situation, regardless of age, and tailoring strategies to meet your individual needs and aspirations.

Explore our range of services designed to address your specific needs

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Income Planning

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Secure a stable and tailored income for today and tomorrow with our Income Planning services. We customize a plan to optimize your income sources, ensuring financial stability and peace of mind.

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Estate Planning

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Secure the future of your legacy with our Estate Planning services. We help you create a comprehensive plan to manage and distribute your assets efficiently, providing peace of mind for you and your loved ones.

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Tax Planning

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When it comes the time to take money from your savings, we will guide and educate you on strategies that will reduce your tax burden. With careful planning  this will save you money.

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Retirement Advice

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Plan for your future with our effective strategies for retirement. While working to ensure a comfortable and worry-free retirement, we'll consider factors such as savings, investments, and income sources.

Our team of experienced professionals are dedicated to the financial success of clients at every stage of life.

Ready to take the next step in your financial journey?

Contact us today for more information and schedule a consultation, no matter where you are on the path to financial success.

Get expert advice from a local and friendly company. 
CONTACT US
ADDRESS
OFFICE HOURS
PHONE
EMAIL

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Monday to Friday

9:00 am - 5:00 pm

253-327-1177

vip@pennylanefinanical.com

You can also visit us; we'd love to meet you.

Find out more about our partner company 

Penny Lane Wealth Management

Penny Lane Financial - Trust and Expertise in Financial Services.

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Important Disclosures

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Equal Housing Lender:
Penny Lane Financial, LLC is an Equal Housing Lender. As prohibited by federal law, we do not engage in business practices that discriminate on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to contract), because all or part of the applicant's income derives from any public assistance program, or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.

NMLS Consumer Access:
Our NMLS number is 1905686. WA – MB1905686 AZ – 1034711  You can verify our licensure status and find more information about our company at the NMLS Consumer Access website: https://www.nmlsconsumeraccess.org/ WA – MB1905686 AZ – 1034711

Terms and Conditions:
The loan terms and conditions provided by Penny Lane Financial, LLC are subject to change without notice. All loan approvals are subject to underwriting guidelines and credit approval. Not all applicants will qualify. Interest rates and annual percentage rates (APRs) are based on current market conditions and are subject to change.

Mortgage Loan Information:

  • Loan Types: We offer a variety of mortgage loan options, including fixed-rate mortgages, adjustable-rate mortgages (ARMs), FHA loans, VA loans, and jumbo loans.

  • Interest Rates and APRs: The interest rates and APRs provided on our website are estimates and are subject to change based on market conditions and borrower qualifications. Please contact us for the most current rates.

  • Loan Fees and Costs: Mortgage loans may involve fees, including origination fees, appraisal fees, credit report fees, and other closing costs. These fees will be disclosed to you during the loan process.

Consumer Rights and Responsibilities:
As a borrower, you have the right to receive a Loan Estimate within three business days of submitting a complete loan application. This document provides important details about the loan terms, estimated costs, and other important information. You also have the right to receive a Closing Disclosure at least three business days before your loan closing, which outlines the final terms and costs of your loan.

Homeownership Counseling:
If you are experiencing financial difficulties or have questions about your mortgage loan, you may seek assistance from a HUD-approved housing counseling agency. For a list of HUD-approved counseling agencies, visit the HUD website at https://www.hud.gov/program_offices/housing/nationally_hud_approved_housing_counseling_agenciesdirectory

 

Insurance License:
Penny Lane Financial, LLC holds life, disability, property and casualty insurance licenses in WA and AZ, NPN #17702278. We are committed to providing comprehensive financial services, including insurance products, to meet the diverse needs of our clients. Regulated by Washington State Insurance Commissioner at https://www.insurance.wa.gov/

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Privacy Policy:
We are committed to protecting your privacy and ensuring the security of your personal information. For details on how we collect, use, and safeguard your information, please review our privacy policy here.

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Contact Us:
If you have any questions or need further assistance, please do not hesitate to contact us at 253-327-1177 or email to vip@pennylanefinancial.com.

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Penny Lane Washington

Check us out  

Penny Lane Financial NMLS #1905686 WA State, NMLS #1034711 AZ State

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NMLS Consumer Access - click here

EQUAL HOUSING LENDER

 

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All Rights Reserved © 2017 - 2024 Penny Lane Financial LLC .

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