PenDix Wealth Solutions
SERVICES
Some people dream of wealth. We help achieve the dream.
Retirement Planning
Retirement is a critical part of our lives. Whether you are in the asset accumulation stage of life or at the income distribution stage, we can help you manage your finances. At PenDix Wealth we assist our clients with developing retirement plans with clarity, comfort and certainty. We utilize investments, insurance, and annuities to provide our clients with tax favorable income.
Estate Planning
You have worked hard all of your life and have successfully built a healthy estate. You would like to pass your assets down to your loved ones but are not certain on the best way to do so. We at PenDix Wealth work with our clients to ensure they are able to pass their estate to those they hold dear in a tax efficient manner.
Education Planning
Families are concerned with the constant rising cost of college education. Many of our clients want their children to go to college so they can maximize their earning potential. For this reason it is essential to start planning for your children's college education as early as possible. Additionally, it is important how you choose to invest for your children's education. We have successfully helped many of our clients fund their children's college education in a tax favorable manner. At PenDix Wealth we provide clarity in a confusing world of college financing. We specialize in offering the most competative 529 college plans available to our clients.
Quote of the Day.
"The question is not at what age I want to retire, It's at what income."
George Foreman, Former Heavyweight Champion