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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!
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Five strategies for managing your student debt.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Are Real Estate Investment Trusts right for your portfolio?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.