Andy Panko, CFP®, RICP® Tenon Financial LLC

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About Andy Panko, CFP®, RICP®, EA

We focus on helping you make the most of your retirement resources. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we have strong tax knowledge which enables us to ensure careful consideration is given to tax minimization.

We provide ongoing retirement planning and investment management, as well as one-time financial planning engagements. Unlike most advisors, our fee for ongoing service is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

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Ideal Clients

  • Baby Boomers
  • Retirement Planning
  • Social Security
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Quarterly Fee
  • Flat Fee
  • Hourly Fee

Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee options.

SEC Records

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