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

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    Pension Management Pension Management

    Pension Management works with friends and neighbors throughout the greater Jacksonville area to help meet their financial goals through the use of insurance products. We are an independent family-owned financial planning firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and  it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping keep you on the path to financial security through the use of insurance products.

    Contact us at info@plansmart.net or call us at (904) 731-9955 to schedule a time to discuss your financial situation and the potential role of insurance products in your financial strategy.


    Our Mission

    “To serve God by helping others with financial and spriritual guidance. Educating those who are receptive to use their God given talents, health and financial resources for God's purpose. To pray daily for wisdom, knowledge and understanding in managing our clients' portfolios so they may have an abundant life full of joy.”

    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.