PennWood Financial Group

CONNECT

Address:

4905 W. Tilghman St. Suite 200
Allentown, PA 18104

Phone:

610-398-0100 

Fax/Other:

610-391-7216

Focus on Individuals & Businesses

 

 

 

 

 

 

 

 

 

 

 

 

THE PENNWOOD PERSPECTIVE

As you move through the various life stages your financial goals will change.  A comfortable retirement means different things to different people.  And there are other goals that can emerge along the way, from planning for a child's education, to planning for or managing income in retirement.  We offer a range of financial strategies and solutions to help you every step of the way.  Whether it's life insurance, an annuity, a retirement savings plan like a 401(k) or one of our other offerings, we'll work with you to gain your confidence, and help ensure that your plan stays nimble and flexible so that you are well prepared for your financial future.

 

 

 

 

 

 

 

 

 

 

 

 

 

BE IN BUSINESS FOR YOURSELF, NOT BY YOURSELF.

Your business is your passion, helping you protect it is ours.  PennWood Financial Group understands the unique needs of small businesses.  We help business owners protect their largest and most valuable asset...their business.  That's why we have a portfolio of products designed with the small business owner in mind.  We work together with other members of your professional team, including your attorney and accountant, to offer you the very best recommendations.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Some Health and Auto and Home Insurance products are offered through unaffiliated insurers.

 

YOUNG FAMILY

Are you a young family just starting out with your savings and investment goals? 

Interested to know what you can do to help set your family up for success now and in the future?

Click on the icon below to learn more!

 

 

 

 

 

 

 

 

PRE-RETIREMENT

Have you started planning for retirement and aren't sure what else you need to know? 

Maybe you are worried about your income once you retire?

Click on the icon below to learn more!

 

 

 

 

 

 

 

 

LEAVING A LEGACY

Already retired?  Well, congratulations!  Maybe you are worried about having enough money set aside to cover health care costs in retirement? 

Do you know if you have enough liquid assets?

Click on the icon below to learn more!

 

 

 

 

 

 

 

 

Business Owner

What is the true value of your business?

Have you guarded the business from the loss of a key employee?

Click on the icon below to learn more!

 

 

 

 

 

 

 

Employee Benefits

Does your employer offer education to help you plan for retirement?

Do you have any voluntary benefits at work?

Click on the icon below to learn more!

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck