Our Clients

Since 1987, we’ve assisted employees navigate numerous company downsizings including the reorganization of the Southern California Production Department as well as the closures of the La Habra Research Center, Fuel Terminals, and Transportation Departments.

We’ve been there along the way to explain company retirement packages and other options when our clients were faced with a retirement decision.

Clients who trust Pension Financial Group come from just about every department at the company including:
  • Pipeline
  • Refinery
  • Human Resources
  • Management
  • Marketing
  • Production
  • Land and Development
  • Those on overseas assignments
Are you ready to put a finer point on what retirement looks like for you?
Our Process

Our Process

When should you retire? Our strategy meeting will help you make this important decision.
Our Clients

Our Commitment

We are committed to serving retirees and their heirs with our Premium Customer Service experience.