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CONTACT US TODAY!

(401)487-5077

Welcome to 
Pena Financial Group

Pena Financial Group is an agency based out of Lincoln RI but is licensed in various states. We are partnered up with several insurance companies and together we focus on helping our clients with different financial, insurance and retirement needs. 

We are a firm that specializes in Federal Employee Benefits, Social Security, Tax, and Retirement Income Planning. It’s our passion to give our clients 1-on-1 consultations pro bono devising a specific Retirement plan for your situation.
Our Federal Employee and Social Security Educational workshops provide a great learning experience for our clients, which sets us apart from our competition.  We encourage you to attend one of our educational workshops near you, so you can be well equipped to make sound financial decisions going into Retirement. 

We have over 20 years of combined experience in the financial industry and we look forward to helping you protect your family and your assets.

AREAS OF
SERVICE

FERS & CSRS RETIREMENT PAPERWORK
SOCIAL SECURITY MAXIMIZATIOIN

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TSP FUND ALLOCATION ADVICE

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BENEFICIARY CHANGE FORMS​
TSP ROLLOVERS

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LIFE INSURANCE

 

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AREAS OF SERVICE

OUR MISSION

Our main goal at Pena Financial Group is to help you understand all of the moving parts to your federal benefits and put together a long-term financial plan to help you retire. 

OUR MISSION

OUR PARTNERS & AFFILIATIONS

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Federation of Federal Employee Benefits Advocators

Government registered Educational company

www.FFEBA.com

Federal Retirement Consultants
MyFed University

Online Federal Education Source

www.MyFedUniversity.com

Authorized Representitive

Strategic Debt Reduction Software & System

Leverage Social Security

Social Security Workshop Provider

www.LeverageSocialSecurity.com

ATTORNEYS
OFFICE LOCATIONS
RHODE ISLAND

 840 Smithfield Ave. 

Lincoln RI 02865

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Contact us

Email: beiyapena@penafinancialgroup.com

Tel: 401-487-5077

For any general inquiries, please fill in the following contact form:

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© 2022 PENA FINANCIAL GROUP, LLC 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Pena Financial Group at beiyapena@penafinancialgroup.com

 

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Advise Financial Group, an unaffiliated and separate legal entity. This platform is solely for informational purposes and the opinions expressed in this program are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always, please remember investing involves risk and possible loss of principal capital.

 

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*The Retirement Analysis gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. We can’t provide your actual benefit amount until you apply for benefits. And that amount may differ from the estimates provided because:

  • Your earnings may increase or decrease in the future

  • After you start receiving benefits, they will be adjusted for cost-of-living increases

  • Your estimated benefits are based on current law. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 cents for each dollar of scheduled benefits

  • Your benefit amount may be affected by military service, railroad employment or pensions earned through work on which you did not pay Social Security tax

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