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200 Mountain Road Suite 2
Farmington, CT 06032

Phone:

  • 860-674-0603
  • E-mail address: lpennell@pennellwealth.com
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Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

More Videos »

Newsletters

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

  • Money Market Funds in a Low Rate Environment

    Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

  • Return of Premium Life Insurance: Protection and Cash Back

    This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.

  • Three Questions to Consider During Open Enrollment

    Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

More Newsletters »

Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators »

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Pennell Wealth Advisors are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CT, CA, FL, GA, IL, ME, MA, MN, NH, NJ, NM, NY, NC, OH, PA, RI, SC, SD, UT, VT, VA

CRPC conferred by The College for Financial Planning. 

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