The Senex Group serves more than 1000 clients in seven states. The three principals total more than 60 years experience in the retirement, estate and financial planning fields. The firm's professionals include an Enrolled Actuary, a Certified Pension Consultant, Certified Financial Planner, and Chartered Life Underwriter.
Retirement Plan Services:
The Senex Group provides our clients complete design and administrative services for all types of Qualified Retirement Plans including Defined Benefit, Defined Contribution, 401 (k), and Employee Stock Ownership (ESOP) Plans. Whether your company has five or 5000 employees, the professionals at The Senex Group can custom tailor an affordable retirement plan that is right for your company.
Additionally, the firm designs and administers a wide range of deferred compensation and benefit plans designed to coordinate with the Qualified Retirement Plans to provide supplemental benefits to key employees. Like the Qualified Plan area, all plans are custom designed to meet the unique circumstances of the client and to ensure your Company's retirement dollars are focused on those employees who are most important to your organization.
The Senex Group offers a full range of investment services for qualified plans, individual investors. The Senex group specializes in designing tax favored savings programs to help you accumulate wealth.
Financial Planning Services:
Using our unbundled service approach, The Senex Group works closely with you and your professional advisers to assist in the design, implementation and maintenance of a plan that will accomplish your business and personal goals, whether they be business succession strategies, estate planning objectives, or wealth accumulation.
For more information, please contact: Alex Knezevich - (818) 593-3535, Or visit their web site at www.senexgroup.com