The Pension Group

As the year comes to a close, it's time to make sure your business’ financials are in order! Swipe for some key questions to consider for a smooth year-end process ↩️ Taking the time now to review your financials can save you stress later. If you need help with tax planning or have other questions, our team is here to support you! Give us a call anytime. 📞 614.423.4600 🌐 www.thepensiongroup.com #TaxPlanning #BusinessFinancials Other Tags: Wealth Management , Financial Planning , Ohio Financial Advisor , Alabama Financial Advisor

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do. Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow! 📞 614.423.4600 🌐 www.thepensiongroup.com Tags: Retirement Planning , Wealth Management , Financial Planning , Ohio Financial Advisor , Alabama Financial Advisor

November brought clarity and positive momentum to the markets, with the presidential election and a Fed rate cut setting the stage for an exciting month. Swipe for a detailed look at these key developments. And as always, reach out to our team with any questions or needs. We are always here as a resource for you. ☎️ (614) 423-4600 🌐 www.thepensiongroup.com Tags: Financial Planning , Wealth Management , Retirement Planning , Ohio Financial Advisor , Alabama Financial Advisor

From our families to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy. 🍁Enjoy the holiday!🦃

🚨 Attention pre-retirees and retirees! 🚨 Join us for our upcoming dinner seminars next week on December 3rd and 5th! 📝 Seats are limited, so be sure to REGISTER NOW: Call 614-423-4600 or visit www.thepensiongroup.com Mark your calendars—we look forward to seeing you there! 📅✨ #RetirementPlanning #WealthManagement #RetirementSeminar #TaxPlanning #SocialSecurity #Pension #401k #OhioFinancialAdvisor

🍂Thanksgiving Office Closure Notice 🍂 In observance of the Thanksgiving holiday, our office will be closed on Thursday, Nov 28th, and Friday, Nov 29th. We'll be back and ready to assist you on Monday, December 2nd.

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members! With this in mind, we've put together answers to some of the most common queries we get asked during the holidays. Swipe through to learn more. Need personalized financial advice? Reach out to our team anytime. We're here to help you navigate your financial journey. ☎️ (614) 423-4600 🌐 www.thepensiongroup.com Tags: Financial Planning , Wealth Management , Retirement Planning , Ohio Financial Advisor , Alabama Financial Advisor @retirementplanning @financialplanning @wealthmanagement @budgeting @financialadvisor

The holiday season is here, and it's easy to get swept up in the excitement of gift-giving, decorating, and celebrations. With this in mind, we have put together some practical budgeting tips to help you enjoy the festivities and decrease stress over finances. Swipe through to learn more. And as always, if you need personalized financial advice, our team is here to assist you. Contact us today to start the conversation! ☎️ (614) 423-4600 🌐 www.thepensiongroup.com Other Tags: Financial Planning , Wealth Management , Retirement Planning , Ohio Financial Advisor , Alabama Financial Advisor

Life insurance settlement options allow the flexibility to choose how beneficiaries receive their payouts, tailoring the benefit to meet specific financial needs and goals. With this in mind, we’ve put together an overview of five common settlement options. Swipe through to learn more. For personalized guidance on life insurance settlement options, feel free to contact our team — we’re here to help! ☎️ (614) 423-4600 🌐 www.thepensiongroup.com Other Tags: Financial Planning , Wealth Management , Retirement Planning , Ohio Financial Advisor , Alabama Financial Advisor

Life insurance is an important part of planning for your family’s financial security, but it shouldn’t be a “set it and forget it” purchase. Regularly reviewing your life insurance ensures it continues to match your evolving needs, giving you and your loved ones greater peace of mind. With this in mind, here are some reasons why updating your life insurance might be a wise choice. Swipe through to learn more. Contact our team to discuss how we can help keep your life insurance up to date with your needs. ☎️ (614) 423-4600 🌐 www.thepensiongroup.com Other Tags: Financial Planning , Wealth Management , Retirement Planning , Ohio Financial Advisor , Alabama Financial Advisor