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 Curtis Clark in 2005. The Pension and Retirement Group specializes in Retirement Plan design, Tax Reduction Strategies, and Cost Containment/Reduction Programs.
- Curtis Clark brings over 25 years of experience in the financial services industry, with a focus on retirement planning and investment consulting. As a Certified Plan Fiduciary Advisor (CPFA), Curtis specializes in guiding corporations, non-profit organizations, and individual clients through the complexities of retirement plan management.
- He works closely with fiduciaries to help mitigate personal and corporate liability, while striving to optimize investment opportunities and improve outcomes for plan participants. In addition to his institutional consulting, Curtis advises individuals and business owners on comprehensive retirement strategies, including investment management, income planning, insurance solutions, risk management, and tax-efficient planning.
- A proud military veteran, Curtis is also a dedicated advocate for community service and volunteerism.