That is why Palen Financial offers their Financial Fresh Look, which is a review of your current portfolio, investments, and estate. Click here to learn more about our Financial Fresh Look.
Or are you still trying to find the right company to handle your finances? Contact Palen Financial today for an in-person, face-to-face meeting with Frederick Palen of Palen Financial, and find out how WE can help YOU!
How do you know you aren’t paying too much in taxes? Contact Palen Financial today, and we will let you know how you can pay as little as possible in taxes.
There are thousands of investment options out there, so how do you know you are getting the most out of your portfolio? Click here to learn more or contact Palen Financial to get an examination of your portfolio, our Financial Fresh Look! Find out how a fresh look at your investments can help you.
Palen Financial, LLC is a successful Registered Investment Advisory firm located in Davenport, IA. We are not affiliated with any broker-dealer or insurance company, which allows us to remain completely unbiased and independent when choosing investment portfolios. We are non-commissioned, so there is no conflict-of-interest between you and your financial advisor. We also offer a “Open Architecture” approach to investment planning.
In our recent survey, we found that the majority of people are not concerned about their 401(k) plan, but through our experience, we have come to realize that most people don't know what is in their 401(k) plan. So how do people know whether they should be concerned or not?
In our Open Architecture approach, we offer transparency - if you contact us for an unbiased second opinion, or a "Financial Fresh Look."
We have found that most people are financially underserved, but that they are unaware of this
We will sit down with you and compare your portfolio to the thousands of other investment opportunities out there.
Contact Palen Financial today for an unbiased examination, "Fresh Look," of your portfolio!
Digging in to the fine print reveals the incentives that may lead investors to get…
Published in 2011 by Summit Financial Planning They will show you their signed written oath promising…
By James M. Breslow Published on Mar 3, 2015 by FRONTLINE It can be hard to make sense of the…
A lot of crucial information isn't there. Here's what's missing—and how to get it. By…
If you're stumped by basic questions about nest eggs, life expectancy, health care and more,…
By E.S. Browning Published on Feb 19, 2011 on The Wall Street Journal The 401(k) generation…
You can start your examination by filling out and submitting the Data Gathering form below. The Expense Sheet is optional.
