Let Our Certified Financial Advisors Help You Live Out Your Retirement Dreams
Schedule a Meeting With Pondera Financial Group or Call 601-607-7373
Welcome to Pondera Financial Group, LLC
We’ll Plan for the Whole Journey, Together.
Pondera Financial Group, LLC is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Ken Lewis
Kim Vance
Sharon Cossell
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Pondera Financial Group, LLC is about family
Find a Pondera Financial Group, LLC Location
The place to build your future is right down the road.
Ridgeland, Mississippi
689 Towne Center Blvd, Suite #C
Ridgeland, MS 39157
Office: 601-607-7373
Toll Free: 855-267-7373
Fax: 601-607-7322
Kvance@ponderains.com
