
Concerned about outliving your retirement savings?
We help you create a retirement strategy that fits your goals.
Explore a variety of retirement options designed to help you move from building your savings to safeguarding your wealth and creating a reliable income stream. These options can also address concerns such as financial security in retirement and alleviate the fear of outliving savings.

Do I have enough money to retire?
How much money will I need for my retirement?
How long will it last?
Navigating these questions can be overwhelming for anyone. That’s why having the right partner in Tacoma by your side to prepare for retirement, is crucial. At Penny Lane Financial, LLC, retirement is our specialty. We strive to be your trusted partner in securing your financial future as you enter this significant phase of life.
Our goal is to develop the optimal plan tailored to your needs and goals, incorporating strategies such as tax-efficient retirement strategies, retirement income diversification, Social Security optimization, and healthcare and long-term care planning. To kick-start the process, we'll assist you in gathering all the necessary information as we collaborate to devise a strategy aligned with your objectives, including retirement plan rollovers.

The Retirement Crisis and
How We Can Help You
America is facing a serious retirement crisis: many Americans are not confident that they will be able to enjoy a comfortable retirement, and many of them face longevity risk, or the fear of outliving their savings. Without a solid retirement strategy, your financial security in retirement may be at risk, and your income could dwindle unexpectedly.
But rest assured, we’re here to assist.
Key Retirement Strategies We'll Help You Navigate
Retirement Income Strategies: Maximizing Your Savings
Social Security Optimization: Get the Most Out of Your Benefits
Planning for Healthcare and Long-term Care Needs
Choosing the Right Retirement Accounts for Your Goals
We Turn Your Financial Goals Into a Clear, Actionable Plan.
Whether you're navigating investments or seeking a complete financial strategy, our retirement planning services in Tacoma provide tailored solutions to fit your needs.
Understanding Annuities and Lifetime Income Options
America is facing a serious retirement crisis: many Americans are not confident that they will be able to enjoy a comfortable retirement, and many of them face longevity risk, or the fear of outliving their savings. Without a solid retirement planning strategy, your financial security in retirement may be at risk, and your income could dwindle unexpectedly.
But rest assured, we’re here to assist.
Why Start Your Retirement Strategy with Penny Lane Financial, LLC:
• Financial security in retirement – Ensure a stable and secure financial future with tailored planning and strategies.
• Tax-efficient retirement strategies – Maximize your savings and minimize taxes with our expert guidance on tax-efficient investment approaches.
• Retirement income diversification – Reduce risk and fear of outliving your savings and enhance your income potential by diversifying your retirement income sources.
• Social Security optimization – Get the most out of your Social Security benefits with strategies designed to optimize your payouts.
• Healthcare and long-term care planning – Plan for future healthcare needs and long-term care to protect your assets and well-being.
• Retirement plan rollovers – Seamlessly transfer and manage your retirement accounts with our help, ensuring your assets continue to grow.
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What are your biggest financial goals as you approach retirement?
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What concerns you most about your financial future?
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Have any recent life changes made you rethink your retirement plans?
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Are your current investments aligned with your long-term retirement needs?
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What do you hope to achieve by working with us, and what gaps do you see in your current plan?
Our consultations are FREE and informative. No commitments—initiate your journey today to construct a plan for achieving your financial aspirations.
What to expect in your consultation:
PREPARATION
We will be your resource for you and your family as you ask these questions and prepare for retirement.
PERSONALIZATION
We will review your specific needs and discuss products and strategies that can help you achieve your goals.
GUIDANCE
Guide you on how to reduce the tax burden on your nest egg and help your money go further
CONSULTING
Help you maximize your savings and explore opportunities for retirement.
Frequently asked questions about retirement planning:
Get expert advice from a local and friendly company.
CONTACT US
ADDRESS
OFFICE HOURS
PHONE
1804 W Union Ave, Suite 202, Tacoma, WA 98405
Monday to Friday
9:00 am - 5:00 pm
253-327-1177

