Strategic Planning Allows Us to Maximize your Plan Benefits

A Complex Issue Meets Thoughtful Solutions

Regulatory reform, complicated products, and a lack of transparency make retirement plans costly and difficult to understand. Let Samuel Financial help you bring all the pieces of the puzzle together in a plan that makes sense for your company and your employees.  Samuel Financial’s role as a Plan fiduciary, our independence, and our forward thinking solutions will help you manage costs and improve operational efficiency and retirement outcomes for employees.

Start the Process

Samuel Financial starts by designing an optimal plan for your company. We are independent and have a fiduciary duty to serve your best interests. We use best practices and the highest standards for investment fiduciary excellence.

Choose the Right Providers

  • We conduct a search for the best provider
  • We evaluate fee and service options
  • We manage provider transition, service and support

Navigate the Regulatory Climate

  • We have expert resources on current laws governing retirement planning and benefits for small companies to large corporations
  • Ask your questions. We’ll have the answers.

Do you Have Questions?

We’d love to chat.

You can reach us at (781) 461-6886 or fill out the email form below and we’ll get right back to you.


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