We created an award winning interactive employee
education course to help plan sponsors fulfill their
responsibility to educate employees.

Give it a try (Don’t forget to turn on your speakers).

Retirement Readiness Services

» Small Business IRAs
» 401(K) Plans
» Profit Sharing Plans
» Executive Compensation Plans
» Individual Retirement Planning
» Investment Managment

Jere El-Bakri |     ERPA, QPA, CRPS

  • Registered Principal LPL Financial
  • Enrolled Retirement Plan Agent –IRS–
  • Qualified Pension Administrator–ASPPA–
  • AAMS – College of Financial Planning
  • CRPS – College of Financial Planning

What plan is right for
your business?