For many of us, we start dreaming about retirement our first day on the job. What do you dream about? Whatever it is, your Penn Investment Advisors Inc. will help you define your goals and make a plan to reach them.
If you are planning on retiring soon, or are already retired, we’ll work with you help you so that you may be able to maintain your lifestyle and prepare for any unexpected surprises that may arise.
Wondering how much money you’ll need for retirement? Try our Retirement Calculator. Or better yet, give us a call at 1-800-626-1027 and speak to an Penn Investment Advisor now.
Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Investment advisory services are offered through Penn Investment Advisors, Inc. (PIA), a Registered Investment Advisor. PIA is a wholly-owned subsidiary of Penn Community Bank (Bank). PIA does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by PIA are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.
No client or prospective client should assume that any information presented and/or made available via this website serves as the receipt of, or a substitute for, personalized individual advice from PIA, which only can be provided through a formal advisory relationship.
Please see the “Contact Us” section for information on contacting PIA.