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Building Plan Success

At 401k Engineers we strive to be the first and last advisors you’ll ever need.  Together, we work with you to build the plans and strategies for today and throughout your life.

401(k) Services

We assemble the nuts and bolts of retirement plan features to deliver efficient fiduciary oversight and accelerate financial wellness.

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Private Client Services

We provide a customized investment and planning solution for you and your family.

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Our Team

Our Team has a passion for serving our clients and their families.

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RESOURCES

My goal is your success. here’s some helpful resources to help you have a successful future.

ARTICLES

Browse articles ranging from broad financial topics to specific niche-based content designed to help answer your questions.

CALCULATORS

These helpful and thought-provoking calculators may be exactly what you need as you explore which action is best for you.

VIDEOS

Nothing delights and informs like a good video. Luckily, our library is overflowing with fun, top-notch insurance topics for everyone.

PRESENTATIONS

Put the expertise of a financial professional in your hands with our handy presentations. Using your phone or tablet? No problem! Demystify confusing financial topics on any device, no matter where you are.

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"Our purpose is to serve people, and our Team Members extend their passion for those we serve beyond our office walls every day.

Brian Peardon

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