ABOUT US

Penny Lane Financial is a unique financial services company designed to take a holistic approach to money matters. By looking at your life as a whole, we can offer advice, services and products for retirement planning, life insurance, liabilities, investments, auto & home insurance, mortgages, tax planning and estate planning. 

Our approach not only commands a thorough process of knowing where you are and where you want to be, but how to get there.  In addition, when you are nearing retirement, we can help you transition your wealth into investments that will preserve and protect your assets for the remainder of your life, and beyond. We are here to guide, consult and educate, with the goal of providing solutions to better your life.