The M.O.N.E.Y. Watch SystemGrowth is a lifelong process. As your business and family change, the tools you use must adapt to meet new challenges, needs and opportunities. The M.O.N.E.Y. Watch System™ is a customized, hands-on approach designed to provide business owners with the financial resources they need each year.

We provide personalized service for both your business and personal finances that deliver confidence, control and peace of mind. Leveraging a generation of knowledge about the challenges faced by growing businesses, we help you avoid planning mistakes and anticipate future needs to make your wealth work for you.

PICO groupPension Investors Corp StaffOur Commitment

Pension Investors Corporation of Orlando, Inc. is committed to providing the full spectrum of retirement planning services in a way that is cost-effective and highly flexible. That is why we operate as a fee-based client support system that can provide the level of service your particular organization needs. We design and implement numerous types of retirement plans, including:

  • Profit Sharing Plans
  • 401(k) Employee Savings Plans
  • Money Purchase Pension Plans
  • Cross Test Plans
  • Defined Benefit Pension Plans
  • Employee Stock Ownership Plans (ESOP)
  • Hybrid Plans

Client Value Proposition

Our clients retain us to custom design retirement exit strategies as the quarterback of their wealth accumulation team.

We develop financial, estate and business succession plans.

We then deliver the strategic roadmap allowing our client to exit the business in style, retaining maximum wealth, leaving behind nothing but their stress.

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