Celebrates 66 Years of Designing and Servicing of Qualified Pension Plans.
Our hallmark is loyal and consistent service. We do not seek to replace your trusted advisors, but rather, we work together with your existing attorneys and accountants. We save you valuable time by presenting you and your team of professionals with a wide array of products, from multiple vendors, to assist you in selecting the best possible product to meet your company's unique needs.
Our typical client is a closely held family business that has passed through two or more generations of family members under our care. In the pension industry, where the average turnover of service providers is five years, our typical client relationship spans 15 to 20 years.
We are dedicated to providing you with cutting-edge ideas and service; we monitor the retirement plan marketplace and keep ahead of the issues facing our industry.
Roger Schilling, President of Profit & Pension Planners, joined the firm in 1978 and represents the third generation of retirement planning professionals. "We are a boutique firm, concentrating in designing, installing and administering qualified retirement plans. This is not a new product for us; this is what we do, day in and day out".
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