Rebecca K

The Senex Group

At The Senex Group, our primary goal is to help business owners successfully retire. Working with nationally known and highly respected third-party administration and insurance firms, we design and implement tax-qualified retirement plans—Defined Benefit Plans, Defined Contribution Plans, and 401(k) Plans—that are tailored to meet the specific objectives and goals of the business owner and Plan Sponsor. With a team that includes ERISA experts, Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), and Certified Financial Planners® (CFP®s), we offer more than 30 years of industry experience, and the knowledge and insight to build all types of retirement plans—from basic SEP-IRAs to complex, coordinated retirement plans. Whether you are a business owner seeking a plan to help protect your assets, a financial advisor seeking a trusted partner to expand your services to your clients, or a broker-dealer seeking to broaden your solution offerings for your member firms, The Senex Group is here to help.