Guiding Your Path to Retirement.
At PWR Retirement Group, we help people across Puerto Rico take control of their financial future through tailored retirement and wealth strategies. With over 10 years of industry experience and a team of MDRT-certified financial advisors, we bring clarity, structure, and purpose to your financial life.
At PWR, we offer personalized solutions backed by real expertise and long-term support. We take pride in helping our clients protect what they’ve built, grow what they’ve earned, and plan wisely for what’s next.
Our core consultation services include:
- Retirement Planning – Create a dependable income strategy to support life after work.
- Estate Planning – Protect and pass on your assets with a clear, structured plan.
- Annuities Consultation – Explore secure income options tailored to your retirement goals.
- Income Protection – Safeguard your ability to earn with customized protection strategies.
- Tax Reduction Strategies – Legally reduce your tax burden and improve savings outcomes.
- 401(k) Rollover Consultation – Seamlessly transition your retirement funds with expert guidance.
- Individual Retirement – Maximize your retirement savings with well-managed IRA planning solutions.
- Risk Management – Identify financial vulnerabilities and plan for long-term security.
- Corporate Governance – Help business owners build financially sound, scalable operations.
- Long-Term Care Planning – Prepare for health-related expenses without compromising savings.
- Life Insurance – Ensure your family’s financial safety with tailored coverage.
- Final Expense Planning – Cover end-of-life costs with peace of mind and simplicity.
At PWR Retirement Group, we don’t just plan your finances—we help you plan your future with purpose.
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Min project size
$1,000+
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Hourly rate
< $25 / hr
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Employees
2 - 9
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Locations
San Juan, Puerto Rico
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Year founded
Founded 2015
1 Locations
- San Juan , Puerto Rico
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