Preferred

We are experts in designing and administering plans that help hard working, accomplished entrepreneurs and their employees achieve their retirement goals. See More

Pensions

Retirement planning can be complicated. At Preferred Pensions we know the importance of planning and strive for clarity and straightforward solutions, resulting in customized plans that meet your objectives. See More

People

At Preferred Pensions, we bring a seasoned, highly competent and synergistic team of experts and support staff to the table for every retirement plan we undertake. See More

Process

Over decades operating in the financial services business, we’ve developed a planning process that delivers consistent and measureable results for companies that choose Preferred Pensions. See More

Performance

We work hard to ensure that you and your retirement plan participants receive lower cost and higher scoring funds consistent with the size of your plan. See More

Contact Us for a FREE No Obligation Initial Consultation!

We look forward to meeting you and servicing all of your retirement planning needs!