Pensionmark brings local expertise backed up by a national support network.
We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client’s unique circumstances and objectives. We support our clients with a nationwide network of consultants who have decades of experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the financial services industry is constantly evolving and are committed to continually enhancing our capabilities to help you stay ahead.
Stripes or Solids?
As anyone that has played 8 ball knows, you need to determine which balls you will target and which ones you will leave on the table for others. The same is true for advisory services with the choices being 3(21) advisory or 3(38) investment manager services. Where will you focus? The right solution aligns with your ability and desire to be part of the investment selection and review process. We offer both levels and work with you to determine which his most appropriate for you.
At Pensionmark, we work with a plethora of retirement plan platforms and investment products. But when there is not a good solution in the market to solve specific problems, we look to create them.
A great example is our proprietary SmartLifecycle Funds managed by Blackrock. Because there was not a suitable low-volatility target date fund option in the market we teamed up with Blackrock to create them.
Would you ever buy a suit without trying it on first? Of course not. Even with all the custom Egyptian wool and hand stitched pieces, the finest suit money can buy will still look like junk if it doesn’t fit. Retirement plans and financial planning should be no different. At Pensionmark, we know that one size does not fit all.
We’ll take stock of your circumstances, goals and demographics to optimize and design a plan just for you. Once we have the design and operational features of your plan ironed out we can test the impact of design changes before we make them.
When you walk in your home, you’re able to illuminate your surroundings with the simple flip of a switch. Devices that we use everyday to keep our food safe, our minds stimulated and our lives connected are all powered by the voltage running through our walls. Electricity is what keeps us moving forward. You expect it to work whenever you need it. The most effective electrical wirings are the ones that deliver incredible reliability to keep your life powered without you ever needing to mess with the circuitry yourself.
Pensionmark is that same powerful force. We’re committed to being here when you need us. You should never go to flip your light switch and wonder if your retirement plan is being powered.