Our Services

We provide fee based Financial Planning and Wealth Management services for our clients.  As an Independent Registered Investment Advisor we have access to a wide range of solutions and investments, allowing us to tailor our services to meet your unique situation.

Here are some commonly asked questions that we can answer for you at Ponder Financial Group:

  • Will I be able to retire comfortably? 
  • When should I begin taking Social Security?
  • How much do I need to save for retirement?
  • Will I run out of money in retirement?
  • Am I invested in the right things?
  • What about college funds for the kids/grandkids?
  • Am I paying too much in taxes?
  • Will my family be financially secure if I pass away?
  • Do I have too much insurance? Too Little?  The right kind?
  • How will I pass on my estate to my heirs and charities?

Our mission is to assist you on your journey toward financial freedom.

  • We will help you simplify and organize your financial life while optimizing investments.
  • Together we will set realistic goals and create a plan to achieve them.
  • Life isn’t a destination it’s a journey and we will be with you every step of the way
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