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About Our Firm

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MICHAEL MARTINEZ

PRESIDENT

Michael has been a financial advisor and pension advocate for more than 21 years, dedicated to helping individuals with their pensions, income planning, investments and preparing for the future. He started The Pension Group for exactly this reason: To help people better understand their pension options. Since then, Michael has helped hundreds of clients evaluate their pension plans to help ensure accuracy and soundness.

OUR STAFF

Logan Cummings

LOGAN CUMMINGS

Advisor

Norm

NORM SHAPIRO

ASSOCIATE AGENT

Tom

Tom gandolfi

ADVISOR

Mark Kennedy

Mark kennedy

ADVISOR

Jeff

JEFF KANE

MARKETING CONSULTANT

Carolyn

CAROLYN EARLES

CLIENT SERVICE ADMINISTRATOR

Bobbie

Bobbie Blackford

MARKETING COORDINATOR

John

JON LUTZ

CLIENT SERVICES

A CLOSELY HELD PROMISE

We, at The Pension Group, pledge our efforts, intelligence, and wisdom to achieving the financial goals of our clients by providing an elite level of service. We believe that putting the financial goals of our clients first ultimately serves the best interests of ourselves. Regardless of company, we as Pension Advocates, will stand at the ready for the needs of our clients in a financial environment that is constantly changing.

Our Mission

Our calling is individuals and their financial stability. Therefore, in the pursuit of our personal goals, we will conduct ourselves in accordance with the following:
·         We are servants to our clients.
·         We must provide the highest level of service with integrity.
·         Guiding our clients in the attainment of their financial goals is our most worthy initiative.
·         We must connect with our clients clearly and frequently.
·         Our investments and services must be of elite quality.

A Holistic Approach

As a firm, The Pension Group takes a more holistic approach to pension and retirement planning. We’re committed to servicing our clients in several different areas, not just investments. Throughout the years, we have helped clients evaluate options in Social Security, Social Security Disability (SSI) and tax-planning with our network of in-house CPAs and estate-planning attorneys.

Ready for retirement?

5 Secrets to Help Create More Wealth

Dig into Mike Martinez’s latest book, “Retire Financially Free,” to discover how you can build more confidence in your retirement.

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