New Heights Financial Group LLC

Pennica Financial Group, located in Colorado Springs, CO, is dedicated to assisting clients in achieving their ideal retirement through customized financial strategies. Founded by Michael Pennica and his wife Carol, the firm specializes in providing guidance to military personnel, retirees, DOD contractors, and small business owners. With a client-first approach, the team at Pennica Financial Group combines extensive experience and a commitment to community service, embodying core values of hard work, faith, and service. Their services encompass a range of financial needs, including retirement income strategies, tax-efficient planning, and wealth management. Generated from the website

My first step is to learn what is important to you and help you identify your goals. Then, I'll work closely with you to help you attain those goals. I'll analyze your current financial situation, make suggestions about how to achieve your objectives, and help you implement the recommended strategies. This way, I can help you make sure that as life unfolds, you remain on track for financial success.

Accelerated Wealth of Pueblo & La Junta in La Junta, CO offers a comprehensive 5 point retirement defense plan to help individuals transition comfortably into retirement. With a focus on income planning, tax planning, risk management, healthcare planning, and estate and legacy planning, their team empowers clients to make sound financial decisions for a secure retirement. Having served over 900 families across the United States, Accelerated Wealth specializes in designing personalized financial strategies to address key retirement concerns, such as ensuring there is enough to retire, sustaining income throughout retirement, and providing for loved ones in the future. Their faith-driven approach emphasizes integrity, relationships, vision, excellence, and coachability to guide clients towards financial health and retirement confidence. Generated from the website