First Command District Advisor - Lance Penhale - Anchorage, Alaska

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Introduction to First Command District Advisor Lance Penhale

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First Command District Advisor Lance Penhale stands as a distinguished financial professional based in Anchorage, Alaska, offering comprehensive financial planning services to individuals and families seeking guidance in wealth management and retirement planning. Operating within the heart of Alaska's capital city, Lance Penhale represents a trusted resource for those looking to secure their financial future through tailored strategies and expert advice. His practice is part of the larger First Command Financial Network, a community of independent, fee-only financial advisors dedicated to delivering personalized financial solutions. With a focus on long-term financial health, Lance Penhale helps clients navigate complex financial landscapes, addressing everything from retirement savings to investment strategies, all while maintaining a commitment to transparency and client-centered care.

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Location and Accessibility

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Nestled at 2525 C St Suite 425, Anchorage, AK 99503, the office of Lance Penhale is conveniently situated for clients in the Anchorage metropolitan area. This address places him within a key commercial district, making him accessible to a wide range of residents and businesses. For those who require physical access, the facility is thoughtfully designed with wheelchair accessibility in mind, featuring an accessible car park, entrance, and toilet facilities. These amenities ensure that all individuals, regardless of mobility, can engage with the services offered. The office can be contacted via phone at 9072728772, providing direct access to schedule appointments or seek preliminary information. For more detailed inquiries or to explore the full range of services, clients are encouraged to visit the official website at advisor.firstcommand.com. It is noteworthy that appointments are recommended to ensure personalized attention and thorough consultation.

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Specialties and Services

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Lance Penhale is primarily recognized for his expertise as a financial planner, specializing in areas such as retirement planning, investment management, and overall financial strategy. His role involves not only creating customized financial plans but also providing ongoing guidance to help clients adapt to life changes and market fluctuations. Financial planning extends beyond mere savings and investments; it encompasses debt management, insurance, tax optimization, and estate planning, ensuring a holistic approach to financial wellness. Clients seeking his advice often benefit from his fee-only structure, which promotes independence from investment products and aligns his interests with theirs. The emphasis on fee-only financial planning means that Lance Penhale does not receive commissions from product sales, fostering a relationship built on trust and unbiased recommendations.

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Retirement Planning Services

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One of the cornerstone services offered by Lance Penhale is retirement planning. He assists clients in setting clear retirement goals, estimating future needs, and developing strategies to accumulate sufficient funds for a comfortable post-working life. This includes optimizing Social Security benefits, maximizing employer-sponsored retirement plans, and creating withdrawal strategies that ensure longevity of funds throughout retirement.

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Investment Management

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In the realm of investment management, Penhale employs a disciplined approach, considering factors such as risk tolerance, time horizon, and financial objectives. Whether clients are looking for conservative, moderate, or aggressive investment strategies, he tailors portfolios to meet their unique needs, drawing on a broad understanding of market trends and economic indicators.

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Accessibility and Convenience Features

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Recognizing the importance of inclusivity, the practice under Lance Penhale ensures that all physical aspects of his services are accessible. The wheelchair-accessible car park and wheelchair-accessible entrance remove barriers for clients with mobility challenges, while the wheelchair-accessible toilet provides a necessary amenity for all visitors. Additionally, a standard toilet is available for general use, further enhancing the comfort of clients during their visits. The recommendation for appointments underscores a commitment to efficiency and client satisfaction, allowing for dedicated time to address individual concerns comprehensively.

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Opinions and Reputation

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As of now, Lance Penhale's business maintains a 0/5 average rating based on zero reviews across platforms like Google My Business. This lack of feedback could be attributed to a newer practice, limited online presence, or perhaps clients preferring direct communication over public reviews. However, the absence of reviews does not diminish the value of his services, as many financial advisors build strong, personalized relationships that may not translate to public ratings. Prospective clients are advised to seek further information through direct contact or consultations.

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Recommendations for Potential Clients

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For individuals seeking financial advice in Anchorage, Lance Penhale offers a reliable and accessible option. Potential clients should prepare for their initial consultation by compiling their financial documents, outlining their goals, and being ready to discuss their current financial situation. It is recommended to inquire about the specific methodologies and fee structures to ensure alignment with personal financial philosophies. Given the emphasis on fee-only planning, clients can approach the interaction with confidence in the advisor's objectivity.

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Steps to Connect with Lance Penhale

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• Schedule an Appointment: Call the office at 9072728772 or use the online booking options available on the website.

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• Prepare for the Meeting: Gather information on income, expenses, assets, liabilities, and retirement goals.

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• Discuss Financial Objectives: During the consultation, clearly articulate short-term and long-term financial goals, including retirement aspirations.

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• Understand the Planning Process: Familiarize yourself with how financial plans are developed, reviewed, and adjusted over time.

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• Follow Up: Maintain regular communication to adjust strategies as life circumstances or market conditions change.

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While the digital footprint may currently be limited, the personal touch and expertise offered by Lance Penhale position him as a valuable asset for anyone navigating the complexities of financial planning. His focus on accessibility and personalized service ensures that clients feel supported throughout their financial journey.

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Conclusion

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In conclusion, First Command District Advisor Lance Penhale provides essential financial guidance from his Anchorage base, emphasizing accessibility and comprehensive planning. His practice offers a blend of traditional financial advice and modern planning techniques, tailored to meet the unique needs of each client. As the financial landscape continues to evolve, advisors like Penhale play a critical role in helping individuals secure their financial futures with confidence and clarity.

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"summary": "Lance Penhale is a financial advisor in Anchorage offering personalized financial planning with wheelchair accessibility features.",
"keywords": ["Financial Advisor", "Financial Planning", "Retirement Planning", "Anchorage", "First Command", "Wheelchair Accessible", "Fee-Only Advisor"],
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