The Pension Group
At The Pension Group, we help individuals retire with confidence and clarity. Whether you're 10+ years out or already eyeing the next chapter, making the most of your pension, 401(k), and investment strategy is critical. As retirement planning specialists, we work with you to align every piece of your financial picture into one cohesive income plan. From optimizing Social Security benefits to navigating estate planning, long-term care, and Medicare decisions, we help you build a retirement strategy that’s not just complete, but built to last. We also focus on identifying and fixing the common (and often costly) errors we frequently see in employer retirement plans - mistakes that can quietly derail your income without you even knowing. Over the years, we’ve helped clients uncover dozens of hidden issues and avoid major surprises in retirement. Our mission is simple: protect your income, preserve your legacy, and help you retire on your terms. So, what does your perfect retirement day look like? A cabin in the woods? A condo on the beach? Let’s start planning for it today. Neither Michael Martinez nor The Pension Group has any affiliation with any company and/or with American Honda Motor Co, Inc or its affiliates. The Pension Group is an investment advisor registered with the Securities and Exchange Commission. See full disclosure online at
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14
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Distinct roles
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- CR
Christian Rether
Financial Advisor · Finance & Accounting
EmailPhone - MH
Makenzie Holland
Marketing Coordinator & Executive Assistant · Advertising & Marketing
EmailPhone - JL
Jennifer Ludowise
Chief Operating Officer · General Business & Management
EmailPhone - MJ
Michael J Martinez
President & CEO · General Business & Management
EmailPhone - AT
Amee Tomes
Administrative Assistant · Operations
EmailPhone - CE
Carolyn Earles
Client Services Coordinator · Customer/Client Service
EmailPhone - CD
Celeste Dupreez
Paraplanner · Finance & Accounting
EmailPhone - KH
Kacy Harsh
Marketing Coordinator · Advertising & Marketing
EmailPhone - LD
Laurie Dunsmore
Financial Paraplanner Qualified Professional · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at The Pension Group
13 distinct titles indexed · top 10 shown.
- 2client services
- 1administrative assistant
- 1chief operating officer
- 1client services coordinator
- 1client sevices
- 1financial advisor
- 1financial paraplanner qualified professional
- 1financial service advisor
- 1intern
- 1marketing coordinator
- +3more titles
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