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.



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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Penny Lane Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Penny Lane Financial LLC.