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Retirement Planning

Concerned about outliving your retirement savings? 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.

The Retirement Crisis And How We Can Help You

Retirement today comes with new challenges—longer lifespans, rising costs of living, and a greater reliance on personal savings. At Penny Lane Wealth Management, we help you build a strategy to ensure your income supports you well beyond your working years.

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 on your side is crucial. At Penny Lane, retirement is our specialty. We aim to be your trusted partner in Tacoma as you step into this significant phase of your life.

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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.

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, we offer tailored solutions to fit your needs.

  • What are your biggest financial goals as you approach retirement?

  • What concerns you most about your financial future?

  • Have any recent life changes made you rethink your retirement plans?

  • Are your current investments aligned with your long-term retirement needs?

  • What do you hope to achieve by working with a financial advisor, and what gaps do you see in your current plan?

Gardening Together

Questions to ask yourself before your first meeting with a financial advisor

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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You can also visit us; we'd love to meet you.

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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