CELEBRATING 25 YEARS OF HELPING PEOPLE RETIRE FINANCIALLY FREE!

YOUR ROAD MAP

TO RETIREMENT

IS OUR

Passion!

WELCOME TO

THE PENSION GROUP

A WEALTH MANAGEMENT COMPANY

The Pension Group educates individuals on a variety of topics from income planning, investments, 401(k) and pension planning to help ensure that there are no errors in retirement calculations. The Pension Group’s focus is helping individuals with a pension to better understand their options and make informed decisions in their retirement, regardless of where they are employed. Our Dublin, Ohio office includes an experienced team of professionals that not only finds pension errors, but also knows how to correct them. Ultimately, our goal is to help people retire financially free, and we accomplish this using our proprietary 5-step retirement planning process.

MEET THE TEAM

Michael J. Martinez
Founder/President

Mike started The Pension Group to help people better understand their pension options. As a firm, The Pension Group takes a more holistic approach to the planning stages and is more concerned with servicing clients in several different areas, not just with investments.

mmartinez@thepensiongroup.com

Mike started The Pension Group to help people better understand their pension options. As a firm, The Pension Group takes a more holistic approach to the planning stages and is more concerned with servicing clients in several different areas, not just with investments. Throughout the years, the firm has helped clients evaluate the options of Social Security, Social Security Disability (SSDI), and tax planning with a network of strategic alliances of CPAs and attorneys.

As a financial advisor for over 25 years, Mike focuses on helping individuals with pensions, income planning, investments, and preparing for the future. He has assisted several hundred clients with evaluating their pension plans to help ensure that there are no errors in their calculations, as errors can occur regardless of the employer.

Michael has helped educate several different employees from various companies, including Honda, BMW, AT&T, Battelle, 3M, JCPenney and AK Steel. He has also helped countless police officers, firefighters, teachers, and other government employees with their pension options.

As a guest speaker at several venues, including a prestigious Governor’s Conference, Harvard University and NASDAQ, Mike has helped educate employees on their 401(k)s and pensions by informing them of various planning options. Education is key in helping employees understand the personal and financial decisions they face. As Mike says, “Retirement is not the end, but a new start to a new beginning.”

As a father of three, Mike is very active in the community in Dublin, Ohio. He has volunteered for several organizations, including the Nationwide Children’s Hospital Memorial Tournament, The Veterans Project, Dublin Food Pantry, The Salvation Army and Junior Achievement.

Catch Mike on WTVN AM 610, AM 1290 News, and 95.7 FM WHIO as he covers a variety of retirement topics, including IRA rollovers, 401(k) questions, estate planning, retirement planning, and pension error analysis.

Olivia Febus
Service Advisor
ofebus@thepensiongroup.com

Olivia Febus joined the pension group in May 2022 and has 6 years of customer service experience. As a service advisor she sits in on all client meetings and assists clients with any questions they may have. She graduated from The Ohio State University in 2019 with a degree in Child and Youth Studies and a minor in Human Development and Family Science.

Olivia has lived in Ohio her whole life and enjoys shopping, country concerts, interior design, and exploring new restaurants.

Laurie Dunsmore
Financial Paraplanner Qualified Professional
ldunsmore@thepensiongroup.com

Laurie joins The Pension Group with two decades of experience in the financial services field. She graduated from The Pennsylvania State University with a degree in Business Administration. She has experience in Retail Management and Banking. As a Financial Paraplanner Qualified Professional, she’s experienced in all facets of financial planning and administration.

Laurie enjoys traveling to the beach, gardening, Broadway shows and a good beverage.  In her spare time, she is on the go with her family and their numerous sports and activities.

Marj Musngi
Administrative Assistant
mmusngi@thepensiongroup.com

Marjorie joined The Pension Group in September 2021 as an Administrative Assistant. Customer service is Marj’s forte, she’s been in the business of helping customers/clients for 13 years and counting. She aims to always provide the best customer experience and is passionate about helping the team succeed.

Marj used to work as a trainer for online educators, so professionalism is highly regarded for her. She’s a music-lover and when not at work, she can be found spending time with family and enjoying the outdoors.

Carolyn White
Client Relationship Specialist
cwhite@thepensiongroup.com

Carolyn joined The Pension Group in 2022 as a Client Relationship Specialist. She has over 20 years of experience in the financial industry including client relations, event planning and client experience. Her creative views and ideas help to make unforgettable client events and experiences.

Carolyn resides in New Albany with her son Landon. She enjoys cooking and loves her edible garden. The beach is her happy place, and she enjoys traveling, learning about and planning new adventures.

Jennifer Brosch
Marketing Coordinator
jbrosch@thepensiongroup.com

Jennifer joined the team in the beginning of 2023. She has over a decade of experience in global sourcing and client relations. As the marketing coordinator, Jennifer is responsible for helping plan and execute our dinner seminars from start to finish and assists our clients in any issues they may have.

You can find Jennifer spending time with her husband, two teenage children, and two German Shepherds. She also enjoys spending time with friends, exercising, reading and volunteering with various local organizations.

Julie Jones
Financial Paraplanner Qualified Professional

Julie is a Financial Paraplanner Qualified Professional who joins The Pension Group this year with more than 35 years’ experience in the financial industry.  She previously was with Southport Capital and Oppenheimer & Co where she was a Senior Client Services Associate for 11 years. She began her financial career in 1979 at Lehman Brothers Kuhn Loeb as a Registered Sales Assistant. Prior to joining Oppenheimer, she employed her knowledge and skill as a certified Consultant Group Analyst at Morgan Stanley Smith Barney, working with high net-worth clients.

A native Californian, Julie attended Grossmont College where she obtained her Associate’s degree in Radio and Television Production. After relocating to the Atlanta area, she continued her education at Kennesaw State University where she studied Secondary Math and Science Education. She holds her Uniform Securities Agent State Law Exam (Series 66) and Insurance/Annuity Licenses. She also holds a FPQP certification for Financial Paraplanner Qualified Professional.

She’s been married 28 years and has 2 adult sons. She unwinds in the evenings and weekends by either riding motorcycles with her husband and friends or by creating whimsical, yet functional pottery that can be found in galleries in Georgia and Kentucky. She also is active in her church and church choir.

RADIO, YOUTUBE & PODCAST

YOUR MONEY MATTERS

Listen as Mike covers a variety of retirement topics including: IRA rollovers, 401(k) questions, estate planning, retirement planning and independent pension analysis.

YOUTUBE

MOST RECENT PODCAST EPISODES

TAKE OUR

RETIREMENT QUIZ

WHAT'S YOUR #1

RETIREMENT MISTAKE?

Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.

THE PENSION GROUP

RETIREMENT PLANNING PROCESS

Our proprietary process was crafted with one thing in mind: your financial success. Here’s a look at the steps we’ll use to help you create confidence in your retirement future:

Discovery

A conversation between friends.
We begin this stage during our initial meeting where we get to know one another. We focus on uncovering your specific needs and what you want your investment capital to do for you.

Strategy

We develop your plan.
The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive plan that outlines a recommended strategy for long-term success.

Implementation

Stand and deliver.
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitor & Adjust

Onward and Upward.
We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that aligns with their intention. When we discover that a client’s circumstances have changed or that shifting global markets require a different investing approach, we are quick to adjust.

REGISTER FOR

UPCOMING EVENTS

Our educational retirement events are designed to help you move your retirement from someday to today. Register today to learn more about income and pension planning, stock market changes, managing your 401(k), and more!

UPCOMING EVENTS

March 12th – 6:00pm
Seminar
Ohio University
6805 Bobcat Way
,
Dublin
,
OH
43016
March 12, 2024
Eastern
April 16th – 6:00pm
Seminar
Old Bag of Nails
4065 Main St.
,
Hillard
,
OH
43026
April 16, 2024
Eastern
April 17th – 6:00pm
Seminar
Heritage Golf Club
3525 Heritage Golf Club Dr.
,
Hillard
,
OH
43026
April 17, 2024
Eastern
No events currently scheduled. Check back again soon.

CONFIRM THE DATE YOU'RE REGISTERING FOR

SCHEDULE YOUR COMPLIMENTARY REVIEW TODAY!
CONTACT THE PENSION GROUP