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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!
The Rule of 72
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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?