Darrin Conrad formed Pension Point after 15 years in the financial services industry. His career has taken him from Edward Jones to Morgan Stanley to Wells Fargo Advisors and finally to independence. Throughout his journey, Darrin has come to find his passion lies in helping businesses design and implement retirement solutions for their employees.
In June of 2016, Darrin joined forces with The Investment Consulting Group (TICG). Our partnership with TICG provides our clients access to advisors that specialize in Private Wealth Management. Now, under one roof, we have specialists in both Private Wealth Management and Corporate Retirement Plans.
At Pension Point we operate on 3 core principles:
1. Advise with Prudence: Advice in the best interest of the client. The most basic and yet elusive act for many financial institutions. Pension Point is rooted in its commitment to provide the advice and service clients need and deserve.
2. Educate with Purpose: Employer to participant, education comes in many forms. Our goal when educating clients is to have purpose in our advice. Why are we saving this amount? Why are we choosing these funds? Why are we rebalancing?
3. Create Retirement Readiness: We can’t lose sight of the goal here. Retirement readiness means being ready to retire how you want and when you want. That’s the goal of every Pension Point Retirement Advisor.