Retirement Planning and ManagementProviding predictable income and principal protection
Our ultimate goal is to create a “paycheck like” experience during retirement. Rather than drawing from a work salary, the “retirement paycheck” draws upon a variety of different income sources – social security, employer pensions, annuities and investment withdrawals from your uniquely personal investment portfolio.
How Do You
Pension Up seeks to replicate the experience of a structured paycheck during retirement. We work with your unique situation to manage cashflow by actively coordinating investment management, tax planning and financial planning through a uniquely personal plan. Additionally, we ensure you have ongoing help with your tax returns, retirement benefits, social security decisions and insurance choices. Ensuring the choices you make are in your best interests.
Protecting Your Assets
and Maximizing Your Wealth
We operate on a fee-only (non-commission) basis, so you can trust that our interests are aligned with your own. We are committed to acting in our clients’ best interest providing comprehensive advice.
Replicate a reliable, regular paycheck
Save on taxes through integration of investment and tax planning
Personalized investment experience
It's worth your time now
Find the right professionals
As you plan or enter retirement It’s critical that you manage your money properly because when it comes to your retirement, you can’t afford to make mistakes. Having the right professional to help protect your assets and maximize your wealth will be key to being successful and living the life you planned and saved for.
Understanding your retirement needs
Working was hard, but in certain ways it was simple. My husband and I received paychecks every two weeks. We knew how much we could spend. We didn’t have to worry about taxes because our employer withheld them. We had company health benefits and a company retirement plan; now we are retired, and it is suddenly more complicated. We have lots of decisions we have never had to make before.
We always envisioned retiring at age 60. Working hard we have built a nest egg using my 401 K and my wife’s 403B additionally we have other investments but we want to make sure were on track to retire and not going to run out of money in our extended retirement. We don’t want to make a mistake and retire then realize a couple of years down the road that we need to go back to work. Besides money to live on day-to-day, what else should we be thinking about before we commit?
Contact Us for a Free Consultation