Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
11300 Rockville Pike,
The PenSure Group specializes in assisting our client firms and their plan participants in developing sound retirement strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of retirement plans.
We understand the many challenges of retirement today and know the biggest concern for many outliving their money. We focus on the appropriate plan design, plan implementation, and on money management within the plan as well as other issues that are critical to financial well-being.
We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well-informed decision-making risk management and, potentially, a higher probability of successful outcomes for your plan.
Appropriate investment opportunities
Best-match service providers
Fiduciary risk management