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INDIVIDUAL SERVICES

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 Asset Management

 College Funding

 Retirement Planning

 Budget / Debit management

 Annuities

 Life Insurance 

 Disability Insurance 

 Wealth Management

 Long Term Care

 Guaranteed Income planning



SMALL BUSINESS

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 401(k) / 403(b) Plan Management

 Define Benefit / Pension Plans

 Money Purchase Plans

 Employee Benefit Education

 Financial Wellness

 Buy-Sell Agreement Funding

 Business Continuation Insurance 

 Business Disability Insurance 

 Wealth Management

 Executive Bonus Plans


CORPORATIONS

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 401(k) / 403(b) Plan Management

 Define Benefit / Pension Plans

 Money Purchase Plans

 Employee Benefit Education

 Financial Wellness

 College Funding

 Retirement Planning

 Group Disability Insurance 

 Group Life Insurance

 Executive Bonus Plans

 QLAC plans

SAFE MONEY PLANNING

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FINANCIAL SEMINARS

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401(k) BUNDLE

PRG_4_Pager_SPREADS_2018 (pdf)

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PRG_5_pillars_1_pg_flyer_2018 (pdf)

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PRG_Intro_10272017_MW (1) (pdf)

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About Us

Planning Futures

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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

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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?

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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

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The Pension & Retirement Group is a certified MBE (Minority Business Enterprise) and 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.  

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Curtis has over 19 years of financial service experience. He 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. He provides strategies that help high net worth clients and business owners save considerably more money for their retirement than they could in traditional IRA’s or 401k’s. Curtis prefers to partner with the client’s CPA and/or their tax attorney to reach the best collaborative solution. Each plan is customized to center around clients’ needs and goals. His objective is to help every client retire with as much tax-free income as possible with maximum growth and safety. Curtis is a Columbus 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. 

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The Pension & Retirement Group, LLC

5900 Roche Drive, Suite 435, Columbus, Ohio 43229, United States

(800) 385-5304

Hours

Monday - Friday: 9am - 5pm

Saturday : By appointment