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IT’S NEVER TOO LATE TO GET A SECOND OPINION.

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Plan for Financial Independence

It is important to feel you have control over your future. At Pension Management, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a complimentary introductory meeting! Call us at (904) 731-9955 or connect with us online at info@plansmart.net.

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Contact Us Today!

(904) 731-9955

info@plansmart.net

8771 Perimeter Park Ct #103
Jacksonville, FL 32216


We enjoy guiding our clients as they implement the financial strategies that help them meet their financial and life goals.

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.