Ask us how legal changes to the Pension Reform Act and The Secure Act affect you !
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Enjoy security now and in your retirement years!
The Private Pension Group was founded by a partnership of like minded financial professionals to provide our clients with peace of mind in retirement.
We accomplish this goal by implementing safe and effective financial solutions that solve the three main concerns of Baby Boomers retiring in the United States today.
The Private Pension Group
Bill Christo
President/Christo Financial LLC.
Retirement Income
Tax-advantaged Long Term Care
Capital Gains Tax Deferral
About Us
Interested in seeing how a plan might work for you?
Do you think you would be happier and more financially confident if you had full control of your financial future? Would you feel better if you no longer had to worry about how Stock Market Volatility might affect your Income and Lifestyle in Retirement?
Over the years, we have helped thousands of clients grow and protect their wealth and we would like to help you!
Take a moment to consider these questions......
- In addition to your Social Security, would you like to have another reliable paycheck you can count on to pay your bills every month and have it guaranteed for life?
- Would you like to learn how to set up a private pension that will guarantee you monthly income for life ?
- When you think about taking distributions from your retirement accounts, have you considered your tax consequences ?
- Do you think taxes will be higher or lower in the future?
- Have you thought about the different ways of possibly taking your distributions in retirement on a tax-free basis?
- Were you aware that long term care expenses are the number one reason people become completely broke and dependent on others in retirement?
- (check out the videos below)!
- If there was a better, more affordable way to fund your long term care, would you like to know about it?
- (check out the videos below)
- Do you have a highly appreciated asset to sell such as real estate or a business but would like to defer your capital gains tax?
- Would you like to avoid the restrictions on the 1031 exchange?
- Ask us about a Deferred Sales Trust to mitigate capital gains taxes!
We would like to listen to your concerns and help you learn exactly what all your options are when considering these issues and how they will affect you and your family moving forward!
An once of protection is worth a pound of cure!
Would a Personal Pension, that protects your money from loss and provides a steady paycheck guaranteed for your entire life, help you be happier and more financially confident now and in retirement?
Would knowing your long term care costs will not disrupt your retirement plans or your family members lives, help you sleep better at night?
Check out the short videos below to learn about innovative ways to multiply your funds for long term care!
Providing answers and offering solutions that address these common concerns is what we do for our clients everyday.
We offer full advisory services and comprehensive wealth management, and are dedicated to finding innovative ways of creating personal wealth, private pensions and tax advantaged long term care while mitigating taxes and fees!
There are many ways to do this depending on your personal situation. We look forward to hearing your plans and concerns for the future and helping you find the individual solutions that work best for you and your family.