Services

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SIMPLIFY, ORGANIZE, OUTSOURCE

We aim to provide you with tools and assistance so financial management can happen at any level, at any cost.

1.  Do it yourself:

I enjoy managing it myself, but I need tools and education.

Suggestion:  Take the course.  Seek help from the message box.

QUESTIONS

2.  Do it with you:

I think I can get it started, but I need help along the way.

Suggestion:  Take the course.  Schedule for hourly online appointments to get over knowledge hurdle.

SCHEDULE HOURLY ONLINE

3.  Do it for ME

I really don’t have the time or the patience, but this is important enough that it has to be done.

Suggestion:  Schedule for a face to face with a financial planner.

SCHEDULE PLANNER

4.  Bring to my company

This is great.  Can you structure workshops on different topics at my company.

Suggestion:  Please contact us and we will prepare special lesson plans for your needs.

SCHEDULE CLASS

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

©2017 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. DICLOSURE Pension Maxima Investment Advisory, Inc. is and investment adviser registered in the state of New York and California and has made notice filings in those states where required. Pension Maxima does not offer services to residents of any jurisdiction in which Pension Maxima is not  currently registered and/or has a notice filer, unless exempt. The information provided is intended for use by citizens and residents of the United States only. It is not intended to any person residing in, any citizen of, or any form of organization operating under the authority of any country or jurisdiction in which Pension is not registered as an investment adviser, unless exempt.

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