Penn Financial Services LLC is a family owned and operated business providing Financial Guidance from one generation to the next. Founded in 1995 by Michael Knaub, Penn Financial Services has continually set goals to educate clients so they are confident about their financial future. We believe that successful client relationships are built upon confidence and personalized service.
Our Process --(Advisor Protocol) We utilize a proprietary process, the Cadence FORMula, that integrates wealth management with risk and cash management, income, legacy, and tax planning, as well as philanthropy for successful families, professionals, and business owners.
Our Approach - At Penn Financial Services we help people achieve their retirement dreams and assist in leaving a legacy to their heirs. Our team of professionals can help you create a well-thought-out strategy using a variety of investments, insurance products and services to help address your financial needs and concerns.
Our Philosophy - Penn Financial Services was formed out of recognizing a need for families, businesses, and professionals to secure not only their retirement and financial goals, but incorporate a legacy plan. This plan facilitates wealth transfer as seamless as possible to the next generation, business partner, or charity. This plan is flexible and can change with life events or as needs evolve.