PEH Financial Services, LLC is an independent insurance agency specializing in retirement and insurance planning solutions. We work with premier insurance companies nationwide to offer our clients appropriate coverage that accommodates their financial ambitions. As a confident agency, we boast a wide range of activities, strategies, and practices that all lend themselves to one common end mission goal which is to develop financial strategies with a focus on low costs and a proper benefit structure, then employ them to provide personalized financial advice aimed at helping our clients make well-informed decisions.
Pamela Hoggard is dedicated to helping people create and preserve wealth. Her key to success is her personalized approach in assisting her clients with a broad range of needs – from retirement solutions, such as creating a guaranteed income for life, to healthcare, investment and Social Security planning.
“As an independent advisor,” Pamela says, “I work exclusively for clients, and not for financial companies or brokerages. I am free to search the marketplace and recommend solutions that are driven strictly by my clients’ needs and best interests. Dealing with me, clients receive unbiased, well-thought-out planning, not a sales pitch.”
A financial professional since 2001, Pamela has the kind of in-depth knowledge of financial markets that comes from 20 years experience helping people reach their financial goals. In addition to three years coursework in Business Administration at the University of District of Columbia, she maintains a vigorous program of ongoing education in the latest financial strategies and tax laws.
As a result, Pamela is qualified to answer virtually all her clients’ financial questions, including:
- Have I saved enough money to maintain a comfortable retirement?
- Am I using all available tax deductions?
- Are my investments protected from market declines?
- If my health changes, can I afford the care I need?
- How do I transfer my assets to the next generation without losing half to taxes?
Due to her services, Pamela has built a loyal following of clients, which continues
to grow thanks to clients’ recommendations.