Broker Check

Retirement Plan Consulting

The mission of the Aggregate Financial Group (“AFG”) is to lead Plan Sponsors through the ever changing dynamics and responsibilities of the US retirement plan system and to deliver sound strategies for Plan Participants that produce predictable income in retirement. AFG is made up of seasoned financial advisors who understand the challenges of running a company’s retirement benefits. We have experience creating a plan design that is efficient and effective, selecting and monitoring a broad investment portfolio for your entity, and most importantly, delivering measurable and repeatable solutions to your employees to help them save for and ultimately retire on their terms


  • 401k
  • Simple 401k
  • Simplified Employee Pension Plans
  • Profit Sharing
  • Defined Contribution
  • 403b Non-qualified deferred compensation plans


  • Workplace Financial Education
  • Financial Workshops
  • Individual Financial Profiles