In today's business world we find it difficult to keep up with all the changes that take place year to year. Business owners especially find it exhausting not only to become financially successful, but then keep up with the changes that take place so often. The process of financial planning is very complex and it confuses a lot of people. This is why our group was formed, to break down the process of putting together an extensive plan tailored for your current and future needs.

We take great pride in the fact that we are not only advisors but business owners as well. We experience the daily struggles of running a successful business just like you. With our experience and expertise on both sides, we are very confident that we can help you become the success you deserve.

Pension Advisors, Inc. administers 412(i) Defined Benefit and Wealth Max Plans nationwide. These strategies are not just focusing on investment returns like most owners are looking for. When set up properly they are used for Income Tax and Estate Planning purposes. We utilize these concepts for two main reasons, structured properly you will have the potential of tax-free retirement income for you and/or a tax-free transfer of assets to your heirs. You have worked hard for your money over the years; it is time for you to learn how to keep it.