Year in Review
Over the past year, our team at Penney Financial has been quietly building toward something we’re excited to share with you. While our mission remains the same — to bring clarity and confidence to your financial life — we’ve made some meaningful upgrades to better serve you.
A New Space — We’ve moved into a new office that reflects the growth of our team and the community we’re building with you. Our new office has already allowed us to collaborate more closely with each other as a team and we’re excited to welcome you to our new home in the weeks and months to follow. You can find our new address (still in City Centre) and see some pictures of our new space here.
Sharper Tools — We’ve enhanced our tax planning software through a partnership with Holistiplan. This has helped us stay ahead of legislative changes — including the “big beautiful bill” — and will allow us to provide smart solutions with any new tax law on the horizon. Accuracy and adaptability are at the core of these upgrades.
Estate Planning Made Simple — Through our new partnership with Wealth.com, we can help you organize and update your estate planning documents more efficiently than ever. We spent months evaluating different estate planning resources and we’re pleased to have found a partner who aligns with our core values — providing clarity and peace of mind in a straightforward and low-cost manner for our clients.
These updates are part of our ongoing commitment to anticipate your needs and deliver clarity-driven guidance — not just when markets or tax codes shift, but through every chapter of your financial journey. If you want to learn more about these improvements or how they can be helpful for you, let us know.
We’re grateful for the trust you’ve placed in us and look forward to showing you what’s next. (We’ve also included a recent team photo from our first day in the new office so you can put more faces to the names behind the work we do together.)
L-R: Kali Prestwood, Cameron Penney, Michelle Smith, Josh Graber
Thank you for being part of our story and allowing us to be part of yours.