Estate Planning Basics
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Learn the basics of estate planning.
Our Services: Building Wealth and Protecting What Matters
Estate & Legacy Planning
Establish a comprehensive plan for your assets to ensure their distribution aligns with your vision, while safeguarding your legacy and providing clarity and security for future generations.
Market Loss & Asset Protection
Secure your investments against the unpredictability of market losses and ensure strong asset protection. Navigate financial uncertainties with confidence, preserving your wealth and legacy from unexpected risks.
Infinite Banking & Family Banks
Unlock the potential of generational wealth planning by crafting a family-oriented financial framework that promotes growth, stability, and the lasting preservation of your legacy for generations to come.
Life Insurance & Living Benefits
Protect your loved ones’ future with comprehensive life insurance.
College Funds
Invest in your child’s future with Penney Solution’s college fund strategies.
Business Owner Plans
Customized financial strategies for entrepreneurs that foster sustainable growth, protect assets, and ensure smooth succession, positioning your business for long-term success.
401(k), IRA, & Retirement Account Rollovers
Our 401(k) rollover service protects your retirement savings and offers guaranteed income.
Tax-Free Retirement
Discover Tax-Free Retirement options to grow your savings without tax burdens and ensure a brighter financial future.
Trusted Partners
We work alongside some of the most respected names in the finance industry, giving you access to a wide range of products and services. Together, we’ll find the ideal solutions that align with your unique financial goals.
Upcoming Events
Join us for insightful workshops and seminars designed to empower you with the knowledge and tools to achieve your financial goals. Explore new strategies, gain valuable insights, and connect with like-minded individuals on the path to financial success.
Numbers We're Proud of:
97% Retention Rate
Our clients choose to stay with us year after year because of our dedication to personalized service and proven financial strategies. We prioritize long-term relationships and are committed to supporting you in reaching your financial goals.”
20+ Years
With over two decades of expertise in the finance industry, we bring a deep understanding of wealth management, risk mitigation, and client-centered solutions. Our experience ensures that you’re receiving guidance backed by knowledge and insight.
50 States
No matter where you are in the country, we can support you! Our expertise and personalized financial strategies are available to you, ensuring that you have access to trusted guidance and support wherever you call home.
Hear from Our Satisfied Clients
Discover how Penney Solutions has helped clients achieve financial clarity and peace of mind through personalized strategies and dedicated support. These stories reflect the positive impact of working together to build secure financial futures.
Laura's insights into tax-efficient retirement planning have been invaluable. She takes the time to explain complex concepts in a way that is easy to understand. I feel much more secure about my financial future thanks to her guidance.
Michael B
Laura Penney has been instrumental in helping me understand my financial options. Her expertise in wealth management and retirement planning gave me the confidence to make informed decisions about my future. I highly recommend her services!
John S
Take the First Step Towards Financial Confidence
Start your journey with a no-obligation consultation, where we’ll discuss your financial goals and explore personalized strategies to help you achieve them. Discover the clarity and support you need to take control of your financial future.