Retire The Burden of Your Retirement Plan

Customized Plan Development

Your company’s retirement plan should be as unique as your business.

We can assist you with designing a plan that meets the needs of your company and your workforce. By implementing the highest fiduciary standards, we offer an appropriate mix of investments, educate your employees and create personalized strategies to help them with retirement planning.

Plan Design and Management

The team at Florida Pension Group (FPG) has a deep understanding of all aspects of retirement plans. In today’s climate of changing regulation, you need a retirement plan partner with the experience to advise you on how to establish, structure and maintain the right plan for your company. As your company and objectives evolve, so should your retirement plan. Our goal: get all participants to the retirement finish line as painlessly as possible.

Download our Retirement Plan Comparison Chart.

Plan Participant Education

Engage and empower. We believe that all employees should have access to fiduciary advice through their retirement benefit. We personally create custom enrollment events that employees want to attend and provide on-going education so that we are the on-demand financial resource that employers want and employees need.


As independent advisors we are not incentivized to use any specific fund or platform. We structure an investment lineup based on the highest performing strategies at the lowest possible cost to create a personalized investment experience that is in the best interests of our clients.


Fee levels can have a major impact on asset accumulation over the long term. Our firm believes in transparency, so we clearly state our management fees up front.

Executive Benefit Planning

Alternative plan designs outside the traditional qualified plans that are tailored to the ownership, executives and other mission critical employees to help reward, retain and recruit.

Meet with a Financial Advisor.