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Creating Confident Retirements, One Relationship at a Time

As you approach your retirement, you need someone you can trust to manage your investments and advise on your savings, taxes and financial plans, a partner for life, like Pennant Planning.

Creating Confident Retirements, One Relationship at a Time

As you approach your retirement, you need someone you can trust to manage your investments and advise on your savings, taxes and financial plans, a partner for life, like Pennant Planning.

Keeping Pace with Clients Needs

Truly connecting with you is a hallmark of Pennant service. Keeping pace, every day, with your retirement needs, plans and dynamic life changes, is my pleasure.

Cash Flow, Risks and Investments

You’ve saved. You’ve prepared. It’s time to retire.

Focused on Thriving in Retirement

Thriving retirements start with trust, and a comprehensive plan that prepares for life’s eventualities and clarifies where your financial life needs focus now and when you retire. You’ve done your very best to prepare. It’s sensible to seek fiduciary guidance, expert advice aligned to your best interests and outcomes.

Identifying potential risks is one step preparing for those events which might impact your wellbeing or investments. From market volatility and inflation to you or your family’s health and personal obligations, my process and highly personal approach helps you understand, prepare for and mitigate risks to your thriving. Working with you, we identify, analyze, model and prepare for a retirement that continually accounts for and optimizes your unique risk profile and potential.

Financial Advice Where It Counts

Sensible retirement, financial planning and investment advice is available in abundance. Beyond my fiduciary duty, my professional obligation to advise in your best interest, where I’m different, is that I take your retirement and our relationship very personally. I’m Greg Kurinec, and I founded Pennant Planning to build personal, service-driven and lasting relationships that focus on truly supporting you, my valued client.

I uncover and offer insights and financial planning advice specifically for you because I care about you, your life and your wellbeing. From advice when you need it to plans aligned to your assets and ambitions, it’s personal financial planning and investment solutions when and where it counts, for you.

Financial Advice Where It Counts

Sensible retirement, financial planning and investment advice is available in abundance. Beyond my fiduciary duty, my professional obligation to advise in your best interest, where I’m different, is that I take your retirement and our relationship very personally. I’m Greg Kurinec, and I founded Pennant Planning to build personal, service-driven and lasting relationships that focus on truly supporting you, my valued client.

I uncover and offer insights and financial planning advice specifically for you because I care about you, your life and your wellbeing. From advice when you need it to plans aligned to your assets and ambitions, it’s personal financial planning and investment solutions when and where it counts, for you.

Engaging in Real Time

Proficient and personalized financial plans start with personal connections. I regularly lead presentations and planning workshops for imminent retirees across the greater Chicago area.

Check out the latest event

Event NameEvent DescriptionDate
Estate Planning: Protecting Yourself and Your HeirsDowners Grove Library1725994800 Tue, Sep 10, 2024