Gary Penn Financial & Insurance Strategies
Plan with Confidence
Retirement income and protection strategies designed to help safeguard lifestyle and peace of mind.
Gary Penn Financial & Insurance Strategies
Clarity. Protection. Income you can count on.
You’ve worked decades to build what you have. Now it needs to last. We help you turn savings into dependable income, protect what you can’t afford to lose, and keep everything aligned with your goals — not the market’s mood.
Understand
We learn what matters most to you — lifestyle, income needs, risk comfort, legacy goals — and map out every account, policy, and source of future income. No guessing. No jargon.
Design
We build a retirement income strategy around you — reliable paychecks, growth potential, and protection from unnecessary loss. You’ll see exactly why each move is recommended.
Put It To Work
We implement with you — not at you. Accounts are aligned, income streams are set, and we review together as life changes so your plan always stays relevant.
What Can
You Expect?
We have designed a tailored financial planning solution that caters to your current situation.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Begin by understanding your current position.
Understanding your financial profile can guide your next steps in building wealth.
To kick off your project effectively, it’s crucial to first evaluate your existing plan. Take a close look at the strengths that are currently driving its success and identify areas where there is potential for enhancement. This assessment will not only provide clarity on your starting point but also lay the groundwork for strategically leveraging your strengths and addressing weaknesses. By doing so, you will create a more cohesive and impactful strategy moving forward.
Gary D. Penn — Founder & CEO
Gary Penn Financial & Insurance Strategies
Helping seniors protect their families and retirement — and helping serious, licensed agents build real, sustainable careers doing the same.
Tailored Strategies for Your Retirement Goals
Comprehensive Retirement Planning Services
We offer a range of services designed to protect and grow your retirement assets, ensuring peace of mind for you and your loved ones.
Grow Safely, Weather Downturns
We specialize in strategies that protect your hard-earned retirement savings from market downturns— a conservative approach so your nest egg grows safely and predictably.
Protect What Matters Most
Go beyond money. Use tax-efficient solutions to secure a future for your loved ones and leave a meaningful, lasting impact.
Plan for Life’s What-Ifs
Prepare for rising long-term care costs so your family and finances aren’t caught off guard— with coverage designed for when you need it most.
Why Gary Penn Financial & Insurance Strategies
You worked a lifetime to build it. Now it needs to last a lifetime. We help turn savings into protected, reliable income — with clarity, not confusion.
Independent & Unrestricted
We’re not tied to one company’s agenda. We work with 20+ top carriers, compare options for you, and recommend what actually serves your goals.
Real Retirement Experience
We've focused on income you can’t outlive, protection from painful losses, and growth that doesn’t gamble with tomorrow’s lifestyle.
Your Plan — Not “A Plan”
We start with what you want life to look like. Then we build around that — income, protection, tax awareness, legacy. It’s personal on purpose.