Federal employees have unique planning needs when maintaining their exceptional government benefits. This often requires complex financial planning and trusted guidance. Therefore, Penny has chosen to specialize in Federal retirement consulting. Her exclusive skills and experience give her the proper tools to help federal employees achieve their individual retirement goals.
McCall Financial & Benefits Group LLC is a Women-Owned Small Business proudly serving and training the needs of federal agencies by providing workshops as a federal contractor (DUNS: 117339202 CAGE code: 8GCF8)
We provide an excess of tools to help educate and counsel our clients to help them make informed decisions about their future. With our company, we provide a complimentary Retirement Income Analysis which shows what your monthly income will be in retirement. Our goal is to help create a retirement plan that suits your needs, including guaranteed lifetime income, tax-free retirement, market growth on your retirement with protection against market loss, etc.
After working in the banking and financial industry for 25 years, Penny began working in retirement planning with Federal employees and has continued to do so for the last 5 years. Her previous experience with business development and investments gives her the keen knowledge to approach retirement planning from a unique perspective. This has given her a valuable work ethic that focuses on Continued Education to use her resources and learn new and better ways to help her clients.
Penny McCall - Owner of McCall Financial &Benefits Group LLC, a recognized federal employee retirement benefits specialist with decades of experience in the industry. She is a frequent trainer for federal employee organizations throughout the country.
As a financial professional, Penny sees the impact of retirement planning - and lack thereof – every day. She has 30 years of experience in the field of finances. She feels blessed to be able to help customize a tailor-made retirement plan that best fits the individual needs of her clients. Through communication and understanding, Penny helps her clients achieve the retirement they deserve.
During her spare time, Penny enjoys spending time with her family and grandsons. Together, they enjoy traveling, swimming, playing games, and going on new adventures. The family enjoys trying new activities and making memories.
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It is never too early to get started on your retirement plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 8:00 am - 7:00 pm
Saturday - Sunday: By appointment