Wealth Management and Retirement Planning
Peng Financial Group
Peng Financial Group is an independent financial services firm, specializing in helping individuals and families on their financial and wealth management strategy and prepare for, plan, and live in retirement as well as wealth transfer. Our approach focuses on tailored financial strategy and innovative investment solutions, as well as retirement planning strategies and insurance solutions to provide our clients with sound financial investment strategy and guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances and wealth preservation. Contact us today for complimentary financial planning consultation.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
William Peng
CEO and Sr. Investment Advisor
Mr. Peng is the founder and Chief Investment Officer and Sr. Financial Advisor of Peng Financial Group. He started his financial career with Morgan Stanley, Global Wealth Management in 2010 and since then he has built a successful and solid track record serving clients with their financial planning and wealth management needs. Outside his financial advisory business he’s also an Adjunct Professor of Finance in the Sawyer School of Business, Suffolk University in Boston, MA.
Mr. Peng’s education background includes MBA in Investment Management from Yale School of Management, Advanced Investment Program from Columbia Business School and Master of Science in Finance from Suffolk University, Boston.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in April 2025
- There are no events scheduled during these dates.
Our Downloads
Legacy & Estate Planning; Understanding the Basics
Legacy and Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Click the button and fill out the form to get your free download.
