OUR SERVICES

We Offer a Range of
Services to Meet Your Needs

Advice and Review

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At Penny Lane Financial we like to take a holistic look at your finances and your unique goals and really think about what might be the best advice. We may have an idea or option that you haven't thought of. There is no obligation to have a 2nd opinion.

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Estate Planning

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Many people put off estate preparation because they view it as morbid or depressing. We prefer to treat it as preparing for life and protecting your family from the unexpected. Though you cannot control the future, these preparations help you focus on what you can control and empower you to care for your loved ones long after you’re gone.

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Estate Planning

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Social Security Strategies

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One of the biggest mistakes today’s retirees can make is to underestimate how important Social Security is to their retirement income strategies. 5 Things Retirees Should Know about Social Security covers information your can't afford to ignore.

5 Strategies

Home/Auto/Umbrella Insurance

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Let Penny Lane shop for you. By working with us we will put together the best coverage, cost and options for your car, home, boat, motorcycle, RV and more.

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Income Planning

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Switching from working and receiving a paycheck to retirement and spending savings requires a new way of thinking. You may have questions about how this will work or how will your money last through retirement. Maybe you're already retired and would like a second look. Either way our knowledgeable staff will help you manage this chapter in your life.

Download Budget Planner

Life Insurance

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Often times people don't realize what their life insurance needs are and how easy it is to protect your family and hard-earned assets. By helping you to understand the options available we put you on a better path to investing as well as protecting those you love.

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Long-Term Care Alternatives

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With the rising cost of Long-Term Care many people are going without this valuable resource. Let us show you some alternatives and how to protect your savings in case you need care down the road as well as protecting your assets from market risk.

Cost and Glossery

Retirement

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We provide advice and education to assist you in realizing your retirement goals. With smart and insightful planning we'll help answer your questions about Social Security, estate planning, tax strategies and most importantly, ways to insure that you don't run out of money.

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Color Of Money Risk Analysis

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The Color of Money Risk Analysis assesses your financial picture and provides a road map to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

Get Your Score

Tax Strategies

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The simple word “taxes” can make people squirm as they think about all the details they need to address. With some forward-looking planning, managing your taxes in retirement doesn’t have to be as difficult as it can seem. Some things to think about:

Tax Ideas

Mortgage Services

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Buying a home is a big deal. Making sure it fits your family's needs and your budget is also important. When looking to buy a home we understand you need options and guidance, so we'll work together with you to find the perfect solution for your situation.

Check Our Options