Complimentary Services

Complimentary Services

It’s time once again to go backstage at P&A! In addition to managing investment accounts and developing financial plans, we also offer an array of complimentary services to our clients. We actually reviewed one of these services in last month’s Behind the Scenes...
Insurance & Annuity Reviews

Insurance & Annuity Reviews

At P&A, we like to stay in our own lane.  You won’t find us preparing taxes or doing estate planning.  We don’t offer loans or sell insurance.  We know what we do best—investment management and financial planning–and we focus our efforts here.  Additionally,...
Bunching to reduce taxes

Bunching to reduce taxes

“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful.  Find out if you are among the certain taxpayers who stand to gain even greater tax...

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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