Retire with THE PEACE of MIND YOU HAVE ALWAYS DREAMED OF
Helping you plan a bright future!
Site Content
INDIVIDUAL SERVICES
FEDERAL EMPLOYEE BENEFITS
FEDERAL EMPLOYEE BENEFITS
- Asset Management
- College Funding
- Retirement Planning
- Budget / Debit management
- Annuities
- Life Insurance
- Disability Insurance
- Wealth Management
- Long Term Care
- Guaranteed Income planning
FEDERAL EMPLOYEE BENEFITS
FEDERAL EMPLOYEE BENEFITS
FEDERAL EMPLOYEE BENEFITS
- Federal Employees Group Life Insurance (FEGLI) Benefit Training
- Disability Coverage
- Social Security Benefits
- Federal Employees Retirement System (FERS)
- Retirement Income Planning
- Thrift Savings Plan (TSP)
- Financial Wellness
- Legacy Planning
- Federal Employee Benefits Workbook
SMALL BUSINESS OWNERS
FEDERAL EMPLOYEE BENEFITS
SMALL BUSINESS OWNERS
- 401(k) / 403(b) Plan Management
- Defined Benefit / Pension Plans
- Money Purchase Plans
- Employee Benefit Education
- Buy-Sell Insurance
- Business Continuation Insurance
- Retirement Planning
- Disability Insurance
- Group Life Insurance
- Executive Bonus Plans
- Wealth Management
About Us
Planning Futures
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Company BIO
- The Pension & Retirement Group is a certified VOSB (Veteran-Owned Small Business) founded by Mr. Curtis Clark in 2005. The Pension and Retirement Group specializes in retirement plan design and service. The Pension & Retirement Group also provides financial wellness classes and seminars for all retirement plans they services. Mr. Clark has received the Ohio Minority Supplier Development Council Leadership Award for demonstrating leadership and support to strengthen the council’s network. The Pension & Retirement Group and Mr. Clark manage retirement plans for The Presidents Council Foundation in Cleveland, The African American Chamber in Cincinnati, and The Ohio Minority Supplier Development Council in Columbus.
- Curtis has over 25 years of financial service experience. He provides investment and retirement plan consulting services to corporations, non-profit organizations, and individuals. He helps fiduciaries seek protection from the personal and corporate liability related to the retirement plan, while aiming to enhance potential investment opportunities and ultimately helping participants achieve their retirement dreams. He also works with individual clients and business owners in all areas of retirement planning including investment management, income planning, insurance solutions, risk management and tax reduction planning. His goal is to help every client retire with as much tax-free income as possible with maximum growth and safety. Curtis is an Ohio native, earning his bachelor’s degree in Business Administration. He is an active member of his church volunteering in the soup kitchen every Friday. He is also an Air Force veteran that enjoys serving our nation’s military veterans.