Providing Personalized Services That DeliverPension Investors Corporation of Orlando is leveraging a generation of knowledge to provide customized solutions for your financial needs.
Defined Benefit Plan
A plan that is designed to provide participants with a definite benefit at retirement.
Defined Contribution Plan
A plan that provides an individual account for each participant.
Employee Stock Ownership Plan
A profit sharing, stock bonus, or (rarely) a money purchase pension plan.
Evaluating IRA rollover options in order to most effectively meet retirement income goals.
Business Continuation & Exit Planning
Focuses on needs of business owners related to buy/sell issues surrounding special circumstance.
Family Succession Planning
Family Succession Planning deals with the many issues of closely-held, family owned businesses.
Individual Estate Planning
Reviewing and/or implementing Wills and Trusts; evaluating potential estate tax liabilities.
Financial & Retirement Planning
Complete financial situation with the goal of maximizing accumulation of wealth and minimizing taxes.
Insurance & Long Term Care
A comprehensive seven step process with custom-designed retirement exit strategies.