Pennant Planning

Pennant Planning is a financial advisory firm based in Downers Grove, IL, dedicated to helping hardworking savers in the Chicagoland area transform their retirement savings into a confident financial future. The firm adopts a collaborative approach, prioritizing clear communication and personalized guidance to address clients' unique retirement concerns, including income strategies, tax planning, and estate management.

Focused on building lasting relationships, Pennant Planning offers clients the support and expertise needed to navigate complex financial decisions, allowing them to focus on enjoying their retirement. With an emphasis on education and empowerment, the firm ensures that clients feel secure in their financial planning and ready to pursue their passions without financial anxiety.

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