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Providing Personalized Services That Delivers

Pension Investors Corporation of Orlando is leveraging a generation of knowledge to provide customized solutions for your financial needs.
Defined Benefit Plans

Defined Benefit Plan

A plan that is designed to provide participants with a definite benefit at retirement.

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Defined Contribution Plan

A plan that provides an individual account for each participant.

Employee Stock Ownership Plan

Employee Stock Ownership Plan

A profit sharing, stock bonus, or (rarely) a money purchase pension plan.

Distribution Planning

Distribution Planning

Evaluating IRA rollover options in order to most effectively meet retirement income goals.

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Business Continuation & Exit Planning

Focuses on needs of business owners related to buy/sell issues surrounding special circumstance.

Family Succession Planning

Family Succession Planning

Family Succession Planning deals with the many issues of closely-held, family owned businesses.

Individual Estate Planning

Individual Estate Planning

Reviewing and/or implementing Wills and Trusts; evaluating potential estate tax liabilities.

Financial Planning and Retirement Planning

Financial & Retirement Planning

Complete financial situation with the goal of maximizing accumulation of wealth and minimizing taxes.

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Insurance & Long Term Care

A comprehensive seven step process with custom-designed retirement exit strategies.

ANNUAL COMPENSATION & CONTRIBUTION LIMITS

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