Silver Penny Financial Planning

Silver Penny Financial Planning is a retirement and investment management firm, located in a beautiful, sun-soaked office in Morningside Village. The firm takes a partnership-driven, goals-based approach it calls "Return on Life," focusing on clients' personal milestones and long-term financial confidence rather than chasing short-term market returns. The Silver Penny team is here to help with retirement planning, investment management, 401k management, life insurance, and more.