Dear Friends,
I wanted to share something new we’re offering at Pension Financial Group—something designed for people who are just getting started with investing and want guidance without worrying about minimum account sizes.
As you may know, many traditional advisory firms have minimums that put them out of reach for newer investors. We’re changing that!
To better serve young professionals, recent grads, and anyone looking to build a solid financial foundation, we’re now offering entry-level investment coaching and financial planning—led by our team member, Adam Heapy.
Adam is a Financial Advisor and Wealth Manager here at Pension Financial Group. He’s passionate about helping people take that important first step toward financial independence—whether that means setting up your first investment account, understanding Roth IRAs, or simply getting organized.
Here are a few ways Adam can help:
-
- Choosing your first investment platform or account
- Understanding index funds, Roth IRAs, and 401(k)s
- Starting small and staying consistent
- Building a budget that leaves room for saving
- Getting answers to those “I’ve always wondered” questions—without judgment
This is a no-obligation, pressure-free service. If you (or someone you care about) would benefit from talking with someone who can simplify the process, Adam is a great place to start.
[Click Here to Schedule a free 15-minute call with Adam here]
Thanks for continuing to be part of our extended community. And as always, if there’s anything we can do to support you and your financial goals, we’re just a call or click away.
Sincerely,
Richard Sturm
Managing Partner | Wealth Manager