Mission Statement

Our mission is based on three objectives:

• Provide plan sponsors with expert knowledge and resources to ensure they are meeting their goals of providing the best benefits possible to attract and keep quality employees. Through quantitative analysis, advice and vigilance, we aid companies to maximize the utilization of their employee benefits plan while sharing the plan sponsor's fiduciary responsibility and liability to the participants.


• Ensure each participant receives access to the highest quality investment options and is given thorough education and investment advice based on individual needs and goals so they may confidently accumulate and manage their single greatest source for retirement income.

• Provide individual clients with portfolios designed to meet their goals based on their risk tolerance and time horizons.

Pension Plan Consulting

Saunders Financial is made up of pension plan professionals; that include Registered Securities Brokers, Registered Investment Advisors, Insurance Agents, Certified Financial Planners, Certified Public Accountants, On Staff Legal Counsel, and comprehensive consulting on:

• 401(k) Defined Contribution Plans
• Defined Benefits Plans
• Profit Sharing Plans
• 403(b) Plans
• Money Purchase Pension Plans
• SEP/Simple IRA
• IRA/Roth IRA
• Non-Qualified Deferred Compensation

Our retirement plan services focus on:

• Plan design options and objectives
• Plan cost, performance, and compliance
• Participant communication and education
• Advising the plan sponsor on selection of funds for the plan
• Preparation and updating the Investment Policy Statement (IPS)
• Specific investment advice for each and every participant
• Review of the plan yearly for cost and performance

Saunders Financial has been serving corporate and individual clients since 1987