Pension Portfolios

Welcome to our website where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management to help you learn more about who you are and to give you fast, easy access to market information. We hope you take advantage of this resource and visit us often.

Pension Portfolios has worked with Verizon/Frontier retirees since the GTE days.  We have worked with retirees from SBC, Edison, AT&T, Boeing, 3-M, Northrop, Southern California Edison, SoCalGas and Kaiser Permanente.  Pension Portfolios has a long history of providing a wide range of investment opportunities for retirement IRA rollovers.

Individuals considering retirement are invited to meet with a Pension Portfolios representative to consider various retirement investment options and retirement income strategies.