Our Services

PensionPartners offers independent financial management and advice in the following key areas:

  • Active Portfolio Management, Investment planning, risk management, college funding, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • What is the GATT rate and how does it affect my retirement?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?