PennWood Financial Group, LLC

CONNECT

Address:

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

Phone:

610-398-0100 

Fax/Other:

610-391-7216

The PennWood Financial Group Difference

Our Perspective

As you move through the various life stages your financial goals will change.  We strive to put our clients at ease, making them feel confident that we can help make their financial lives easier.  At PennWood Financial Group, we consider our clients' goals and dreams to be our highest priority.  We believe in the value of long-term relationships, integrity and uncompromising quality and service.

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.

 

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 image below to learn more!

Want to get started?  Click here to request a meeting with one of our financial professionals!

 

 

 

 

 

 

 

 

PRE-RETIREMENT

Have you started planning for retirement but aren't sure if you will have enough money when the time comes? 

Do the costs of healthcare in retirement keep you up at night?  

Click on the image below to learn more!

We can help!  Click here to email one of our financial professionals for a complimentary consultation!

 

 

 

 

 

 

 

 

LEAVING A LEGACY

Already retired?  Do you want to leave a legacy but don't know the best, most tax efficient way to do so?  Are you charitably inclined?   

Do you need Long Term Care Insurance?  

Click on the image below to learn more!

Have questions?  We have answers!  Click here to contact one of our financial professionals.

 

 

 

 

 

 

 

 

Business Owner

What is the true value of your business?

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

Are you planning to leave your business to a family member? 

We can help set up a business succession plan to ensure that what you want happens!

Click on the image below to learn more!

Need help?  Have questions?  Click here to request a complimentary consultation with one of our financial professionals.

 

 

 

 

 

 

 

Employee Benefits

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

Do you understand how your group benefits fit into your overall financial picture?

Are you taking advantage of the benefits offered by your employer?  

Click on the image below to learn more!

Need help understanding how all of your benefits can work togehter and where there might be gaps?

Click here to request a free consultation with a financial professional.

 

 

 

 

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