Our Mission Statement

Pension Maxima is an independent Registered Investment Advisor (RIA). Our goal is to assist employers in setting up a Winning Retirement Plan to retain and attract key employees to help each and every employee reach their retirement goal.

  1. We help you set up a Diversified Investment Platform with winners in both Up and Down markets.
  2. We will help you Educate Your Employees so they are on track to fulfill their retirement goals.
  3. We will assist you with your Fiduciary Process and help you alleviate the administrative burden experienced by HR.
  4. We will assist you in Benchmarking Your Plan so you will always get quality service for price.