​Pension Planning $olutions, Inc. is a specialized, boutique investment consulting firm incorporated on January 4, 1999. We are listed as Registered Investment Advisery Firm # 801-67290 with the US Securities and Exchange Commission.
MICHAEL QUINLIVAN, CPC, ChFC, AIF, MSFS
​For nearly 40 years, I have been involved in the pension and retirement industry. As a Certified Pension Consultant and an Accredited Investment Fiduciary, it is my responsibility to protect employers. As a Chartered Financial Consultant, I educate plan participants on their investment options and help them find the asset allocation that is right for them. I began Pension Planning $olutions, Inc. in 1999. In 2006 the firm became a U.S. Securities & Exchange Registered Investment Adviser with the mission of founding a fee-only, independent, unbiased, conflict-free retirement plan and investment consulting firm with an emphasis on providing fiduciary guidance. I continue this mission today and uphold a tradition of excellence in my work.

Michelle Quinlivan-Smith, AIF

​I joined Pension Planning $olutions, Inc. in December, 2007 after being with Quaintance-Weaver Restaurants & Hotels for over 4 years. With my background in psychology (and bartending) I have found a unique fit in the financial services industry. The stock market had peaked right before I joined the Company and we had to remain steadfast with our corporate clients and their participants and constantly remind them about the dangers of trying to time the market and the dangers of chasing performance. I have gained a fascinating perspective to investor psychology and the industry as a whole.

Chair-children of the board

Liam
​VP of Cupstacking
Haddon
​VP of Chaos
Grayson
​VP of Cool
Warren
​VP of All Foods