PWR Retirement Group

Your Financial Roadmap Starts Here

Big goals need more than good intentions—they need the right strategy. At PWR Retirement Group, we help individuals, families, and business owners across Puerto Rico create financial plans that are simple to follow, built to last, and tailored to their life. 

With 10+ years of experience and MDRT-certified advisors, we provide practical advice, not pressure. From retirement to legacy planning, we’re here to help you take smart steps toward financial clarity and long-term peace of mind. 

Our Services Include:

• Retirement Planning – Reach your goals with personalized retirement planning services that align with your income needs and timeline.

• Annuity Planning – Secure predictable income streams for your future through expert annuity planning designed around your lifestyle.

• Life Insurance Consultation – Protect your family’s financial future with the right life insurance coverage for your needs.

• 401k Rollover Consultation – Transition your retirement savings seamlessly with guidance that prevents costly mistakes.

• IRA Consultation – Maximize your retirement potential with a tailored IRA strategy that supports long-term growth.

• Estate Planning – Preserve and transfer your assets with structured estate planning designed to reflect your legacy goals.

• Tax Reduction Strategies – Legally lower your tax burden while improving your long-term financial outcomes.

• Income Protection – Shield your income from unexpected setbacks with smart planning and reliable coverage.

• Risk & Asset Management – Strengthen your financial position by identifying risks and implementing safeguards.

• Corporate Financial Planning – Support your business with custom strategies for growth, protection, and succession.

• Long-Term Care Planning – Be prepared for healthcare costs in later years with proactive long-term care plans.

• Final Expense Planning – Ensure your loved ones are not left with unexpected costs through affordable, planned coverage.

Why Work With PWR Retirement Group?

• Over 10 years of experience helping Puerto Ricans build confident financial futures

• Personalized, client-first service—no pressure, just honest advice

• Bilingual support to ensure clear, effective communication

• MDRT-certified advisors committed to ethical, results-driven planning

• Custom strategies that evolve as your needs change

Start With a Plan That Puts You First

At PWR Retirement Group, we make financial planning personal and practical. We help you prepare, protect, and grow—with a clear plan you can trust.

Schedule a consultation today—and take the first step toward a future you’re excited about.