Our Firm Pension Portfolios

About Pension Portfolios "The Retirement Specialists"

If you have tried to navigate today's financial waters, you know how difficult it can be.  A confusing array of investment choices and complicated tax and estate planning laws may cause you to wonder if you are doing the right thing with your money.  To make matters worse, you may not even know which questions to ask.

Finding a financial advisor who's just right for you can be difficult.  You need to find a professional you can trust.  For more than 24 years, Pension Portfolios has been helping clients sort through their financial affairs in order to develop an appropriate investment strategy.  We can help you with strategies to address questions such as:

  • Will I have enough money for a comfortable retirement ?
  • Are my current investments "right" for me now?
  • How do I manage my investment portfolio?
  • Is there a way to reduce my income and/or estate taxes?
  • Do I have the appropriate diversification given my risk tolerance?

As a client of ours, you can expect:

  • Solutions to your problems in terms that you can understand.
  • A commitment to your financial well being.
  • Objective advice, in the context of a long-term personal relationship.

Service

We are dedicated to providing you with outstanding service.  As such, we strive to be readily available, listen perceptively, and skillfully address the full spectrum of your financial concerns.  In short, we recognize that financial management isn't just about money.  It 's about providing solutions and services to help you reach your goals.  Our goal is not just to meet your expectations, but to exceed them.

Discipline

Having a well defined investment objectives allows you to be more disciplined in your approach to investments.  Discipline is very important, especially when the markets are moving up and down on a day-to-day basis.  Discipline allows you to make rational decisions when emotionalism in the marketplace could threaten sound judgment.

We will assist you in developing your investment objectives and maintaining the discipline that is critical to your investment success.