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Investment Education

Unexpected events can disrupt even the best financial plans. At Penny Lane Wealth Management, we help you evaluate your current insurance coverage and identify gaps that could put your financial future at risk. 

Make Sure You’re Covered When It Matters Most

Planning for the unexpected is a key part of a strong financial strategy. Insurance helps protect you, your loved ones, and your assets from financial hardship caused by unforeseen events like illness, disability, accidents, or property damage.

Types Of Coverage We Evaluate

Life Insurance – Provides financial security for your loved ones in the event of your passing. We assess whether your current coverage aligns with your family’s needs and financial goals.

Long-Term Care Insurance – Covers costs associated with extended medical care, such as nursing homes or in-home assistance, helping protect your savings from being drained by healthcare expenses.

Disability Insurance – Safeguards your income if you become unable to work due to illness or injury. We help determine if your existing coverage is sufficient to maintain your standard of living.

Home & Auto Insurance – Ensures that your property is adequately protected against loss or damage. We review your policies to identify potential gaps or opportunities for better coverage.

Umbrella Policies – Provides additional liability protection beyond the limits of your standard policies, giving you extra security in the event of major claims or lawsuits.

Your insurance needs change over time as life evolves. We take a personalized approach by evaluating key factors such as:

Your family structure and financial dependents

Outstanding debts, mortgages, and other financial obligations

Your retirement savings and long-term financial goals

Current policies and any existing coverage gaps

Many people assume they have enough coverage—until they need it. Without proper protection, unexpected events can lead to:

🚨 High out-of-pocket medical costs
🚨 Loss of income due to illness or injury
🚨 Financial strain on family members
🚨 Lawsuits that exceed liability coverage limits

By ensuring you have the right insurance in place, you can avoid financial stress and protect what you’ve worked hard to build.

Sad on Couch

The Cost of Being Underinsured

We Turn Your Financial Goals Into a Clear, Actionable Plan.

Whether you're navigating investments or seeking a complete financial strategy, we offer tailored solutions to fit your needs.

We Are Dedicated to Your Financial Journey

Your first meeting with a Penny Lane Wealth Management advisor marks the start of a lasting partnership. We focus on a personalized approach to financial planning, ensuring you receive guidance tailored to your needs. Here’s what you can expect:

Book your free consultation today and take the first step toward a confident financial future.

Address

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Contact

253-327-1177

Office Hours

Mon - Fri

9:00 am – 5:00 pm

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Penny Lane Wealth Managment

Penny Lane Wealth Management, LLC is a Registered Investment Advisor in the state of Washington. The Advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in security or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Investment advisory services are offered by Penny Lane Wealth Management, LLC, a registered Investment Advisor in the state of Washington, CRD #318918. Insurance products are offered through Penny Lane Financial LLC, an affiliated company. NPN #17702278

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