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Since 1989 I've assisted hundreds of individuals - just like you - with the complex and often irrevocable decisions that must be made when choosing to retire from their jobs.
Pension Financial Group specializes in concierge services to retirees and those within 10 years of their retirement date. We'll work closely with your attorney and CPA to help craft a suitable retirement strategy just for you.
We stand apart because we are:
Pension Financial Group is a completely independent firm, which means that our recommendations are made with your best interest in mind. We are free from the pressures from corporate entities that would promote proprietary products that may not be in your best interest. This means that our solutions focus on being suitable for your goals and dreams for the future.
Our affiliation with LPL Financial helps us provide our clients with a wide variety of products and services designed to address the most difficult financial dilemmas. Your investments are held with large, well-established institutions who provide our trading and custody services.
With over 25 years of financial advisory experience, our firm has created a well-established process that can help you transition from your working years to your leisure years. Contact us today to discover how we can help you!
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Good employee health can be great for the company’s bottom line.
If you find it hard to attain personal life goals, there’s an app for that!
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.