PNR Financial Services LLC is a Registered Investment Advisor, working with clients on Retirement Plan related matters on a fee-only basis.
Although we are only compensated on the Investments, we specialize in working with other professionals in Plan Design, Implementation and Monitoring, customized Pension Plan solutions, for companies with Owner only, and up to 2500 employees. In the case of higher employee count, we team with larger organizations that can provide customized solutions meeting the needs of those businesses.
We assist business owners through the process of designing a retirement plan for their particular situation, whether it is a Defined Benefit or any type of Defined Contribution plan.
After the plan design, we assist business owners and their staff in the implementation process, including employee education meetings.
The next and equally important step is to assist the business owners in monitoring the plan on a regular basis.