Session Available Now
Session Available Now
How You Could Avoid 5 Retirement Planning Mistakes In 2022 And Beyond…
These are the 5 keys we share with our clients to potentially help them save money on taxes and earn more in their retirement years!
In this presentation, you will learn:
- Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…
- Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…
- Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…
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Key #4: Why we recommend creating a long term plan for healthcare. Unaccounted Healthcare costs could significantly impact your retirement plan. We want to help you create a plan that includes a solution to this potential problem…
AND more...
In this presentation,you will learn:
- Key #1: Tax strategies that could potentially decrease your tax bill at the end of the year…
- Key #2: Why saving and investing alone...doesn’t ensure that you’ll retire successfully…
- Key #3: Discover the reason we take a non-traditional approach to income planning for retirement years. This approach is NOT the same one your parents or grandparents used…
-
Key #4: Why we recommend creating a long term plan for healthcare. A recent article in Barron’s said “...the average couple will need $469,000 for healthcare and long-term care expenses in retirement.” We want to help you create a plan that includes a solution to this potential problem…
AND more...
Michael J. Martinez
Michael has been a financial advisor and pension advocate for more than 23 years, dedicated to helping individuals with their pensions, income planning, investments and preparing for the future. He started The Pension Group for exactly this reason: To help people better understand their pension options. Since then, Michael has helped hundreds of clients evaluate their pension plans to help ensure accuracy and soundness.
As the head of a team of professional advisors, Michael knows the importance of strong leadership and creative thinking. He has helped police officers, teachers, firefighters and employees from various companies including Honda, BMW, AT&T, Battelle, 3M, Anheuser-Busch and Nationwide explore their pension options.
The Pension Group and I are here to serve you. Learn ways to help secure your
future and RSVP for your One on One appointment.
Investment advisory services provided by One Resource Group Wealth Management LLC (doing business as “The Pension Group”), a registered investment adviser. We are an independent financial services firm that utilizes a variety of investment and insurance products. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
Neither Michael Martinez nor The Pension Group has any affiliation with any company and/or with American Honda Motor Co, Inc; AT&T; AEP; Nationwide; BMW: Battelle; Nationwide; 3M; Coca-Cola; Anheuser Busch; ACG; or its affiliates.
This website and presentation noted is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.
All content presented is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
The Pension Group and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.