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Leaders In Quality Retirement Consulting 

We strive to simplify your financial life and help you be confident about your future.

Individuals     Corporations

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

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

Private Client Services

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

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Our Team

Our Team

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

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Case Study: Am I a Plan Fiduciary? 

Do you know the criteria to be a Plan Fiduciary?  Find out if you are already one. 

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Rightsizing for Retirement

What does your home really cost?
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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

Meet Our Team

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.