Providing Personalized Services That Deliver

Pension Investors Corporation of Orlando is leveraging generations of knowledge to provide customized solutions for your personal and business planning needs.
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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 to most effectively meet retirement income goals.

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Business Continuation & Exit Planning

Focuses on needs of business owners relating to buy/sell issues surrounding special circumstances.

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.

Testimonial

I was working with a financial advisor on a mutual client, and the client needed a 401(k) plan set up. The financial advisor has used a third party administrator (TPA) affiliate within his own company in the past, and originally contacted that TPA to assist with getting this plan set up for our mutual client, but was told by the TPA that they needed 30 days to implement the plan. If that were the case, it would have been too late to get the plan set up for 2018 for my client, since it was already mid-December. I explained that we needed to use PICO because they would get it done. The financial advisor was surprised to hear that it was possible in such a short amount of time. So thanks for getting it done like I knew you could. This is why I refer to you all because you are great to work with and “get it done”.

Christopher Duerr, CPA
Duerr & Cullen, CPAs, P.A.
Maitland, FL
Jan 2019

How can PICO help you?

We deliver personalized services that promote confidence, control, and peace of mind for both your business and personal retirement planning needs.

Personal Advice

We weigh your current goals and challenges to design the most appropriate plan for your strategy structure.

Protect & Grow

We provide diversified investment strategies that keep your goals protected and growing.

Live with Freedom

We monitor success and revisit your priorities to review and assess your roadmap and keep you going.

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The M.O.N.E.Y. Watch System

"MEET OUR NEEDS EACH YEAR"

Growth is a lifelong process. As your business and family change, the tools you use must adapt to meet new challenges, needs, and opportunities. The M.O.N.E.Y. Watch System™ is a customized, hands-on approach designed to provide business owners with the financial resources they need each year.

We provide personalized service that delivers confidence, control, and peace of mind for both your business and personal finances. Leveraging a generation of knowledge about the challenges faced by growing businesses, we help you avoid planning mistakes and anticipate future needs to make your wealth work for you.

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About Ready to Get Started?

Tell us a little about yourself to start the conversation.

My name is and I am
My company has
My phone number is and my e-mail is: .


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Our Commitment

Pension Investors Corporation of Orlando, Inc. is committed to providing the full spectrum of retirement planning services in a way that is cost-effective and highly flexible. That is why we operate as a fee-based, client support system that can provide the level of service your particular organization needs.

Client Value Proposition

Our clients retain us as the quarterback of their wealth accumulation team to custom-design retirement exit strategies. We develop tax-efficient financial, estate, employee benefit, and business succession plans. We then deliver a strategic roadmap, allowing our client to exit their business in style, retaining maximum wealth, and leaving behind nothing but their stress. Our clients are leaving their business either voluntarily or involuntarily, therefore it is extremely important that we meet or exceed their expectations.

This is our promise to our clients.

Contact Pension Investors Corporation of Orlando

Call one of our knowledgeable team members or come by and visit.

407-875-3332

407-875-0189

Come & Visit

220 East Central Parkway
Suite 3040
Altamonte Springs, FL 32701