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Why Palen Financial LLC?

Palen Financial, LLC is a successful Registered Investment Advisory firm located in Davenport, IA. We are not affiliated with any broker-dealer or insurance company, which allows us to remain completely unbiased and independent when choosing investment portfolios. We are non-commissioned, so there is no conflict-of-interest between you and your financial advisor. We also offer a “Open Architecture” approach to investment planning.

How Does Our Transparent Open Architecture Approach Help You?

  • In our recent survey, we found that the majority of people are not concerned about their 401(k) plan, but through our experience, we have come to realize that most people don't know what is in their 401(k) plan. So how do people know whether they should be concerned or not?
    • In our Open Architecture approach, we offer transparency - if you contact us for an unbiased second opinion, or a "Financial Fresh Look."
  • We have found that most people are financially underserved, but that they are unaware of this
    • We will sit down with you and compare your portfolio to the thousands of other investment opportunities out there.

Contact Palen Financial today for an unbiased examination, "Fresh Look," of your portfolio!

Helpful Resources

Based on our most recent survey of 114 total responses, here is a list of top concerns people today have when it comes to their finances:

  • Protecting their income after retirement
  • Paying as little as possible in taxes
  • Examining their current portfolio before retiring
  • Going over your estate plan/setting up an estate plan before retiring

Which of these is your top concern? Are you and your family protected for after your retirement, and are you sure you're not paying too much in taxes?

Palen Financial can help you protect your income, examine your portfolio with our "Financial Fresh Look," ensure you are paying as little as possible in taxes, and prepare your finances for retirement!

The majority of people surveyed were just "moderately satisfied" with their financial representatives. Our opinion is that everyone should be extremely satisfied with their financial representative.

Call Palen Financial today to find out how what we can do for you!

Our Recent Articles

Contact us today for an examination of your portfolio – our “Financial Fresh Look”!

You can start your examination by filling out and submitting the Data Gathering form below.  The Expense Sheet is optional.