Broker Check

401K & Qualified Plans

Retirement Planning with Objectivity, Transparency & Flexibility.

Our Services:

  • Open architecture investment choices with investment monitoring.
  • Competitive fee schedule
  • Employees have face to face meetings with financial planners
  • Group Enrollment meetings and group investment meetings
  • Proactive check-ins and industry updates

Bottom line is if your signature appears on the IRS 5500 form in the area marked "Signature of employer/plan sponsor/DFE" then you have a fiduciary liability bullseye on your back.

ARE YOU DOING EVERYTHING YOU CAN TO HELP ENSURE THAT BULLSEYE IS AS SMALL AS POSSIBLE?

For Consultation contact bobby.stark@pfapro.com