All About Us
We are a dedicated professional team of wealth management advisors who offer comprehensive financial solutions to our clients with a risk management approach. Our planning process includes an in-depth analysis of your current financial circumstances. We evaluate strengths and weaknesses and uncover opportunities. We systematically educate you about your financial options to establish a customized plan that aligns with your needs, hopes, and goals.
Our Services
We have an outstanding track record in dealing with a wide variety of tax and accounting demands. Pension Wealth has worked with individuals and businesses - from the smallest of startups to the largest corporations - and is equipped for any challenge that may come our way. Whatever financial management advice you may need, please contact us to see how we can help you out.
ESTATE PLANNING
Wealth transfer preparation
Inter-generational stakeholders
Coordination of documents
Account registration
Wealth transfer goals
RETIREMENT PLANNING
Hierarchy of distribution
Taxation
Non-qualified vs. Qualified
The transition from earned income to investment income
WEALTH FORECASTING
Future value of the present sum
Cash flow analysis
Variance study
Unexpected events
Historical predictors
