Founded With a Purpose To Serve Others Like Family

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“I never want to see what happened to my mom happen to my clients, just because a company doesn’t do things right.”
— Mike Martinez

 

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 CPAs and estate-planning attorneys.

mike-martinez2

Michael Martinez PRESIDENT

Michael has been a financial advisor and pension advocate for more than 23 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.

John Forloine, CFP® AIF®

CERTIFIED FINANCIAL PLANNER™ Professional
ACCREDITED INVESTMENT FIDUCIARY®

Tom Gandolfi

ADVISOR

Chandler Martinez

OPERATIONS MANAGER

Bobbie Blackford

MARKETING COORDINATOR

Carolyn Earles

CLIENT SERVICE ADMINISTRATOR

Jon Lutz

CLIENT SERVICES

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.