Your Pension Is Our Passion

A successful retirement starts by building a strong core foundation.

Your Dreams Matter

At The Pension Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

OUR 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:

Phase 1:

Discovery

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.

Phase II:

Strategy

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.

Phase III:

Implementation

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.

Phase IV:

Monitoring & Adjusting

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.

Who We Serve

  • Manufacturing Associates

  • Public Servants

  • Retirees and Pre-Retirees

Our clients come to us with their most pressing questions, because they know we will work in their best interests to plainly lay out a plan for their future. The most common questions we help Manufacturing associates, public servants, retirees and pre-retirees talk through are:

  • When is the right time to retire?
  • Will I be financially ready when it’s time to retire?
  • How do I know what my pension and 401(k) numbers represent?

Whatever your future holds, we want to help you and your family confidently prepare for what lies ahead. Together, we seek to fully understand your financial objectives and then provide you with the highest quality of information, service and products to help you reach your goals.

Services

We’re proud to offer the following services to our clients.

Retirement Planning

Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, personal savings and investments are expected to play various roles. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Let our team of experienced Columbus pension advisors help you make your retirement plans.

Estate Planning

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your health care wishes and ensure they’re carried out — even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Investment Planning

Investment Planning

Investing sounds easy — just buy low and sell high — but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare investors. Our focus is on our clients’ wealth management, and we are eager to help you find what works for your unique situation.

Insurance Planning

Insurance Planning

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.

Tax Planning

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Pension Analysis

Pension Analysis

Helping you understand your pension plan is a cornerstone of what we do at The Pension Group — in fact, it’s so important to us, we put it in our company name. If you have a pension plan, you should know how and when it changes — because it does change over the years. Unfortunately, many employees are unaware of these changes to their financial future. We help inform our clients prior to important deadlines so they don’t lose out on wealth or information.

Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified retirement plans, Social Security, personal savings and investments are expected to play various roles. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Let our team of experienced Columbus pension advisors help you make your retirement plans.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate plan can spell out your health care wishes and ensure they’re carried out — even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Investment Planning

Investing sounds easy — just buy low and sell high — but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare investors. Our focus is on our clients’ wealth management, and we are eager to help you find what works for your unique situation.

Insurance Planning

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Pension Analysis

Helping you understand your pension plan is a cornerstone of what we do at The Pension Group — in fact, it’s so important to us, we put it in our company name. If you have a pension plan, you should know how and when it changes — because it does change over the years. Unfortunately, many employees are unaware of these changes to their financial future. We help inform our clients prior to important deadlines so they don’t lose out on wealth or information.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 844.492.4600.