top of page

Pass on Your Legacy as You Intended

For many people, the largest assets outside of their homes are their retirement accounts. Yet people may not recognize the essential role of protecting and preserving their assets and making sure they pass to their loved ones as planned.

At Penny Lane Financial we can teach you how to avoid potentially costly beneficiary mistakes, how to avoid accidentally disinheriting your children and grandchildren, and how to avoid paying unneccessary taxes.


Recent Posts

See All


bottom of page