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Penn Financial

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Penn Financial guides you on the right path to retirement.

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Find the route to your financial destination.

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Make sure your Financial Plan is there when you land.

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Financial GPS

Penn Financial’s GPS system is the most effective way to secure your financial future. We all dream about saving money for a rainy-day but struggle to pull the trigger. For many people it’s a matter of not knowing how best to save, or how much they’ll need to save and invest. We have a solution.

Penn Financial’s exclusive GPS system creates a financial plan that’s tailored to fit YOUR values and needs, setting you on a convenient and direct path toward your financial success. If you are like most people, you’ll find tremendous value in your completely customized holistic plan, created just for you by Penn Financial. 

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Makes Smart Sense

Living in the moment, while overlooking protection for you and your family for retirement, can be catastrophic. Our process helps . . .
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Set Around "You"

You can secure your financial future. Click the Get Your Financial GPS button above to get started on your customized, holistic financial plan TODAY. 
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Time To Relax

Wouldn’t it be nice to know that you’re taking all the necessary steps to make retirement the best time of your life? It takes a plan, . . .
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FINANCIAL SECURITY

When you talk about financial security, you are talking about the future—something typically unknown and a bit frightening. Penn Financial helps take the fear out of your future...
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CREATE THE FUTURE YOU WANT

Where do you see yourself next year? In 10 years? 20? What will retirement be like? In the midst of the hustle and bustle of everyday life, we often forget to look ahead...
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GARY PENN – YOUR FINANCIAL PROFESSIONAL

Your needs and expectations are Priority #1 when it comes to your financial future. That is why Penn Financial’s Owner, President, and Financial Advisor, ...
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CUSTOM PLANS

At Penn Financial, we understand that no two people are exactly alike; that is why we meet with each client personally to discuss financial goals...
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Penn Blog

New Home Financing Checklist

Submitted by Penn Financial on October 28th, 2020

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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Avoiding Retirement Woes

Submitted by Penn Financial on October 28th, 2020

How to Avoid Retirement Woes

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Art as an Investment

Submitted by Penn Financial on October 28th, 2020

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research.

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Contact info

  •   11220 Denton Hill Rd, Fenton, MI 48430
  •   810-750-1811
  •   gpenn@summitfn.com

Penn Financial, LLC., is an independent company with securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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