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Empowering Advisors with Expert Retirement Solutions and Support

We provide the partnership and support advisors need to confidently navigate the complexities of offering retirement solutions. Our team has expertise in plan consulting and a deep understanding of fiduciary responsibilities. From plan design to compliance and ongoing management, we help simplify the process, enabling our advisors to serve plan sponsors without the hassle or steep learning curve. Together, we create meaningful opportunities to expand your practice while delivering exceptional value to your clients.

We can help with:

We can help with:

  • Plan Design

  • Provider Selection and Management

  • Fiduciary Support

  • Participant Education

  • Investment Committee Meetings
Fernando Pohina, BFA<strong>&#8482;</strong>, CPFA&#174;Vice President of Sales

Fernando Pohina, BFA™, CPFA®Vice President of Sales

Fernando works alongside of our advisors to close new plan opportunities and enhance the client experience for existing plan opportunities. He brings an in-depth knowledge of the products and providers in the employer plan marketplace. Whether you’re a plan expert or view plan business as ancillary, Fernando will work with you to streamline employer plan sales and servicing offerings in a way that will fit your specific business needs.

We are here and ready to support you!