Plan ~ Invest ~ Insure
How much of your Retirement Income do you want Guaranteed?
What We Do
We are Investment and Income Specialists.
We provide our clients and their families with customized financial planning secured by reliable lifetime monthly income.
We do this using the biggest, safest and most highly rated financial firms on the planet.
No one in this industry provides clients with better income planning solutions than we do.
While The Private Pension Group offers a variety of excellent options to invest your funds and enhance your net worth, we prioritize an "income first" approach to effectively distribute your accumulated assets to cover your basic expenses for the entirety of your life.
Working with your goals and using your available
resources, we help you achieve the confidence and peace of mind to enjoy less stress in your financial life, invest more liberally and spend your savings without worrying about ever running out of money in retirement.
As experienced wealth distribution specialists, we achieve this result by insuring and optimizing the amount of guaranteed by contract "Pension Like" income available to you on a monthly basis allowing you to more freely allocate your remaining assets.
Do you want to see your numbers? Call us today.
We serve clients on a national level.
Let's set up a time to talk about your family's
guaranteed income and financial longevity.
These individually designed plans are providing dependable income and ensuring financial peace of mind for thousands of our current clients, regardless of political and economic volatility and, they just might be a perfect fit for you as well.
Services We Offer
Guaranteed Income Strategies.
Efficient Wealth Distribution.
Actively Managed Funds
Income Gap and Income Cliff Management.
Pension Buyout Plans.
401k - 403b - IRA Distribution Strategies.
Event Based Estate Planning.
Asset Based Extended Care Options.
Pension Risk Transfers.
Roth Conversions.
Physical Gold and Silver Hedge Options.
Long Term Wealth Management.
The Private Pension Group / Investment and Income Specialist
Bill Christo
Principal/Founder
The Private Pension Group
Investment and Income Specialist
Biography
After operating a successful, international photography business for over twenty years, Bill witnessed the digital revolution reshape all aspects of the independent photographer's lifestyle and financial landscape forever.
At the urging of a couple of successful financial mentors, Bill changed career paths, entered into the financial world and has been a licensed investment professional since 2010. Starting with New York Life, Park Avenue Securities, Edward Jones and Fidelity Investments, he moved on to more independent financial services roles and has helped hundreds of clients invest and grow their net worth in the securities industry.
In 2016, Bill founded The Private Pension Group (PPG) to help clients move safely and efficiently from the very different areas of wealth accumulation to effectively managed wealth distribution.
The PPG brokerage team, partnered with dozens of A+ rated financial firms, provides "income first" strategies to ensure their clients create the foundational wealth necessary to build successful financial futures.
By taking advantage of all available options, tailored to the individual need, our clients receive a clear picture of where they stand now and an actionable roadmap to where they want to be.
No one in the industry provides better income planning solutions than The Private Pension Group.
A life long resident of the Seacoast of New Hampshire, Bill resides in Rye, NH along with his wife, Celeste and their two teenage children.
A balanced plan For a stress free retirement
Obviously, a balanced financial plan is not the same for everyone. Every new political administration may make changes in policy and law that will affect your retirement strategies. Currently, we are keeping a sharp eye on changes to Social Security, Medicare and Medicaid as these changes may have serious implications on your finances in retirement. We keep our clients fully informed of these changes and the resulting consequences. We also proactively provide options to mitigate any obvious or unforeseen, negative outcomes to our clients long term financial positions.
Our clients are free to enjoy their wealth and invest more liberally. This is only possible when a portion of their assets are dedicated to producing income and ensuring their monthly financial obligations will always be met.
We will help you maximize your monthly income, invest more confidently and sustain your family's Financial Longevity.
If you would like to see your numbers, send us a message on our contact page found here.
If you have specific or more urgent questions, please use the same link or just call me at (603)765-2795.
Bill Christo
Principal/Founder
The Private Pension Group
Investment and Income Specialists
603-765-2795
Contact Us
Better yet, see us in person!
Send me a message and tell me more about your financial goals and needs. We will get back to you ASAP to schedule a consultation in person, on the phone or on Zoom.
The Private Pension Group
12 Richard Road, Rye, New Hampshire 03870, United States
Bill Christo Principal/Founder Investment and Income Specialist (P) 603-765-2795 (E) bill@theprivatepensiongroup.com
Hours
Open today | 09:00 am – 05:00 pm |
