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Makes Smart Sense

Living in the moment, while overlooking protection for you and your family for retirement, can be catastrophic. Our process helps you realize that saving for your future can be done without changing your current lifestyle.

At Penn Financial, we help our clients clear the path for financial freedom in retirement. Our exclusive GPS creates a simple and affordable roadmap that’s personalized JUST for you. The GPS takes the fear out of saving and puts you in a position to make the best decisions for your future. Do something today that your future self will thank you for.

Penn Blog

New Home Financing Checklist

Submitted by Penn Financial on October 28th, 2020

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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Avoiding Retirement Woes

Submitted by Penn Financial on October 28th, 2020

How to Avoid Retirement Woes

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Art as an Investment

Submitted by Penn Financial on October 28th, 2020

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research.

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Contact info

  •   11220 Denton Hill Rd, Fenton, MI 48430
  •   810-750-1811
  •   gpenn@summitfn.com

Penn Financial, LLC., is an independent company with securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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