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Products & Services

At Pen Air, we take a customized approach to helping you plan and grow your assets. We listen to your needs and work with you to choose the investment tools that make sense for your short and long term goals. We'll guide you through the process. Our dedicated Wealth Management Team can help you understand your options, talk you through decisions, and provide key insight into making smart investment and insurance choices.

Investments

  • Mutual funds
  • Annuities
  • Fee-based Advisory*
  • Stocks & Bonds
  • ETFs (Exchange Traded Funds)
  • UITs (Unit Investment Trusts)

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance (term and whole life)
  • Long Term Care Insurance
  • Disability Income Insurance

Retirement

Retirement is right around the corner. Getting an early start on retirement is one of the best things you can do for your future. And even if you're well on your way, our experienced Wealth Management Team can help you develop the right retirement strategy for whatever stage of life you're in and wherever you dream to be.

  • Retirement Plan Design
  • Traditional IRAs
  • Roth IRAs
  • Transfer & Rollover Assistance (401K)
  • Deferred Compensation Plans

Today is the day you begin shaping your own financial future. Schedule a free consultation to learn how we can help you get started. Call 850.505.3200 Ext 8332 or email.

Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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