Helping Your Employees With Their
Retirement Goals Is Simply Good Business

Maximize Plan Design  |  Seamless Implementation  |  ONGOING SUPPORT

Retirement Plans Can Be Tricky—Let Us Make Them Simple

We all know the quality of your retirement plan significantly affects hiring and retaining your best talent. We also know your employees don’t have all the time in the world to learn about their plan and make the choices that are best for them. We offer the strategy, seamless implementation and ongoing support to mitigate fiduciary liability and maximize employee satisfaction so retirement planning is a pleasure, not a chore.

Samuel Financial LLC is an independent financial consulting firm specializing in the
management of 401(k) and other retirement plans.

Maximize Plan Design

We Make Sure You’re Getting the Best Solution.

In retirement planning, you’re juggling what’s best for your employees, your firm, and complex legal regulations. We have the knowledge and expertise to help you make good decisions and bring the best solution to you.

Seamless Implementation

Leave the transition to us.

By aligning your firm’s culture and objectives with your plan’s execution, we help you create a feeling of positive change.

Ongoing Support

And We’re with you for the long haul. 

Your company is growing, the regulatory environment and laws keep changing, your goals evolve. Don’t worry. We’re here to answer questions and review your plan.


Want to Get Started?

Introducing Our Integrated Team

We have expertise within our firm from legal counsel to tax planning.
All in one boutique retirement planning company. Let us introduce ourselves. We think you’ll be impressed at the depth of our experience.