Age 55+ with $500K or more saved

Don't Lose 75K-$150K of your pension. Deadline Fast-Approaching December 31st!

We map your pension, Social Security, and 401(k) into one Roadmap to Retirement. Your first 30-minute session is free.

No, I'll plan it on my own

Free 30-minute session • No obligation • Fiduciary advisors • Phone, Zoom, or in person

As seen on

  • NBC4 Financially Speaking
  • ABC 6 WSYX Columbus
  • FOX 28
  • 10TV WBNS
  • Fiduciary advisors
  • Serving clients nationwide

You may not get a second chance at your retirement decisions

Your pension payout, Social Security timing, and 401(k) rollover come up within a few years. Choose wrong on any one, and you can lose income every month for life.

  1. Pension payout

    Lump sum or monthly, single or joint.

  2. Social Security timing

    Any age from 62 to 70.

  3. 401(k) rollover

    Where it goes and how it is taxed.

  4. One Roadmap to Retirement

    The Roadmap to Retirement lines up your pension, Social Security, and savings in one plan. It covers five phases of your financial future, and we adjust it to your goals.

3 steps to your Roadmap to Retirement

  1. Book your free strategy session

    Pick a 30-minute slot by phone, Zoom, or in person at our Dublin, Ohio office. There's no cost and no obligation.

  2. Review where you stand

    You and an advisor walk through our Roadmap to Retirement checklist, phase by phase. You see how your pension, Social Security, savings, and taxes affect each other.

  3. Get your Roadmap to Retirement

    We build your plan around the monthly income you want to live on. Your plan also accounts for investments, estate planning, and long-term care.

Is a strategy session right for you?

Built for you if

  • You're 55 or older with $500K or more in savings and investments.
  • You're choosing how to take a pension from a large national company.
  • You want one plan for your pension, Social Security, and 401(k) income.
  • You already have an advisor and want a second look at your plan.

Not the right fit if

  • You're under 55 and not yet planning for retirement income.
  • You have less than $500K in savings and investments.
  • You only want someone to pick investments for you.
  • You'd rather not share your pension and account statements with an advisor.

What you get with The Pension Group

Pension income you understand before you sign

Our advisors specialize in pensions from large national corporations and the shift into retirement.

Advice that must put you first

Fiduciary law requires us to act in your best interest and disclose every fee.

Tax and estate choices that match your income plan

Your advisor brings in CPAs and attorneys from our network for tax and estate work.

Frequently asked questions

What does the free strategy session cost me?

It costs nothing, and you owe us nothing afterward. You decide your next step once you see where you stand.

What does "fiduciary" mean for me?

The law requires us to recommend only what fits your best interest. We also disclose every commission, fee, and conflict of interest to you.

I already have an advisor. Should I still meet with you?

A second look shows you options your current plan may miss. We review your plan and flag any gaps we find.

Do I need to live in Ohio?

No, we serve clients nationwide by phone and Zoom. You can also meet us in person at our Dublin, Ohio office.

What should I have ready for the session?

Gather your pension, Social Security, 401(k), and other account statements. Call 614-423-4600 before the meeting, and our team will help you send them securely.

What services do you cover?

We cover retirement and income planning, investments, pensions, estate planning, and long-term care. We also help with Social Security, Social Security Disability, and tax planning.

Turn your savings into a private pension you can count on

Your Roadmap to Retirement starts with one free 30-minute strategy session.

Free 30-minute session • No obligation