PENSION PLANNERS: Pension Planners is a third party administration firm in Naples, Florida, providing consulting, recordkeeping, actuarial and administrative services for profit sharing, 401(k), 403(b), defined benefit and cash balance plans. Since 1983, they have been helping sole proprietors, small business owners, and non-profit organizations design retirement plans to meet their current financial needs with the flexibility to accommodate their ever-changing goals.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.