Pensinger Financial, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Owner & President
Offering advice since: 2014
Areas of focus:
- Educational Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Michael Pensinger:
Pensinger Financial, Inc. was founded on the belief that every person deserves comprehensive financial planning and investment management. Regardless of your net worth or whether you meet a specific minimum, you are entitled to fair, objective, and competent financial planning.
Here at Pensinger Financial you will be asked the question "What can we do to help you accomplish your goals?" At Pensinger Financial you are a person or a family first, a client second - you are not just a number and you are not measured by your net worth.
You have your goals and we have our goals. Our main goal is to provide our clients with a road map to build a solid financial plan and investment strategy designed to build wealth over time. Instant gratification is great, but it is just not practical and it is far too risky.
We recognize the need for comprehensive financial planning from the ground up or the need for a la carte style service pinpointing a specific area of financial planning. Both styles are offered to you at Pensinger Financial.
Please visit our website to learn more about how we can help: www.pensingerfinancial.com
Compensation and Fee Structures:
We are strictly fee-only, we are not fee-based, or commission based. Fee-only is a clearer compensation arrangement and a better structure for both the client and the advisor. Pensinger Financial charges an hourly fee for financial planning services and a maximum yearly fee of .75% for assets under management.
Licenses, Certifications & Affiliations:
Candidate for CFP® Certification
Bachelors of Arts, University of Illinois at Urbana-Champaign, 2003
Will provide references upon request?
Further information about Pensinger Financial, Inc.:
(Size of firm: 0-9 advisors)
Are you investing the right way? There actually is a right way and a wrong way to invest your money and to plan for your future. Picking stocks, using actively managed mutual funds, chasing past performance, or following what some guy on CNBC recommends is the wrong way to invest. Pensinger Financial prides itself on teaching our clients the right way to invest. The right way is less complex, less emotional, more efficient, not as expensive, and will provide better returns over the long-term. The bottom line is the right way to invest becomes the only way to invest.
Contact Information for Michael Pensinger
Phone: (630) 754-7580
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Fax: (630) 590-9392
Address for Michael Pensinger:
1312 Krystyna Place
Lemont, IL, 60439
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