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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 will be suitable for your goals and dreams for the future.
Our affiliation with National Planning Corporation 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 like The Bank of New York Mellon and Pershing, who provides 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!
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Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When to start? Should I continue to work? How can I maximize my benefit?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Your credit score may influence how much you pay for auto and home insurance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all your options when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate