Our Commitment

Our Commitment

Our staff is led by Alan Golden, who has over 30 years of experience as a financial advisor. We work with teams of CPAs, ERISA and Estate Attorneys, Third Party Administrators (TPAs), a network of financial planners, brokers and other financial professionals to provide a higher level of financial guidance. Not only will you find our team members knowledgeable, but you will find that we truly care about making your dreams a reality.

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Our Principle

Our Principle

The PenSure Group is based on the principle that education and understanding of your and your employees’ financial situations is vital to successfully making prudent decisions concerning your future financial condition. We ask questions and ascertain each individual’s risk tolerance and goals in reaching each and every recommendation.

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CULTIVATED FOR YOU

Our Company

The PenSure Group is a financial services firm founded in 1989 and located in metropolitan Washington, DC. We specialize in individually designed qualified (primarily 401(k), 401(a), and 403(b) Plans) and non-qualified retirement plans along with other employee benefits, insurance and investment products* to assist clients in achieving long–term financial independence.

Our customized plans are designed to help grow and preserve your wealth by delivering an unprecedented level of service and expertise.

Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

  • Pension Design & Funding

    We provide cutting edge detailed retirement plan designs, investment funding and plan service for your company 401(k), 403(b) or other retirement plan. Learn More

  • Employee Benefits

    We provide life, health long-term care, and disability insurance for groups and individuals from all of the top-rated insurance carriers. Learn More

  • Group & Individual Insurance

    We provide and service a broad array of group insurance and other employee benefits to help you to attract and maintain top end employees. Learn More

  • Estate Funding

    We provide estate funding including survivorship and individual life insurance policies in coordination with your estate planning attorneys and accountants. Learn More

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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<p>The Five Basics of Financial Literacy</p>

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Have a question? We're ready to help.

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