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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!
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here's a breakdown of how the federal government spends your tax money.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Read this overview to learn how financial advisors are compensated.
There are common mistakes you can avoid when saving for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.