Financial Wellness

Frequently Asked Questions

Please reach us at bonnie@pensionmaxima.com if you cannot find an answer to your question.

Can I get one-on-one assistance?

YES! We have a Do-it-yourself or Do-it-for-you plan. But we believe everything starts with education. We can make better decisions if we have more educated on the topic.

Can you assist with my Financial Plan?

Absolutely! We believe that everyone should have some type of plan. The first step of success is always starts with GOOD PLANNING!

Can you assist with Retirement Income Planning (including Social Security/Medicare/Long Term Care)?

Yes! This is a very big topic for impending retirees. We are educated in Social Security, Medicare and Retirement Income Planning. If you need customized assistance, please give us a call or schedule a meeting.

Financial Wellness Program