Building custom workplace retirement plans is our specialty.
Improving your employees future is our passion.
We live by our mission
Together we can build a better future – each of our consultants have over 10 years experience matching companies with the proper type of retirement plans that meet their needs and benefit their employees.
OUR OFFICE ENVIRONMENT
A comfortable meeting space
Your appointments will take place in our comfortable office environment with fully private rooms and individualized care.
OUR LOCATION
In-person and remote options
Our office is conveniently located in Harrisburg. Can’t make it into the office? No worries – we’ve got you covered with virtual meetings.
Our Services
Needs Analysis
Understanding your needs is the first step to create a plan that will work for you long term.
Plan Design
With in-depth benefit studies, we will devise a customized retirement plan unique to you.
Compliance
Our highly trained Consultants navigate the complex laws and tax codes for compliancy.
Dedicated Consultant
Plan support via a dedicated consultant will provide the sollutions and support you expect.
Meet Our Team
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Eric D. Pettis, President
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Chuck Fox, QPA, QKA
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J. Scott Groene, CPC
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Christopher C. Kuhl, QKC, QKA, QPFC
We take our identity from this example of integrity. The Harrisburg Rockville Bridge completed in 1902 is the longest masonry arch railroad viaduct ever built.
Contact Us.
We would like to hear from you. Let us know how best we can serve you by filling out the message form below.
