About Us
At Alignment Financial Group, we specialize in empowering small to medium-sized businesses, spanning diverse industries from manufacturing to healthcare and construction, with streamlined 401(k) solutions. Our expert retirement plan consultants navigate the intricacies of plan creation, administration, and fiduciary duty, ensuring every employee is provided with the tools to achieve a dignified retirement. Small business owners can delegate the complexities to us, focusing on core activities while we maximize benefits and minimize fees. Our commitment to transparent communication, ongoing education, and industry-tailored solutions sets us apart. Join us in fostering a positive workplace culture, boosting employee satisfaction, and working toward a prosperous financial future for your business and workforce.
How we can help
Expert Guidance for Retirement Security
Our retirement plan consultants navigate the complexities of 401(k) management, ensuring your employees retire with dignity and financial stability.
Time-Saving Solutions for Business Owners
Small business owners can delegate 401(k) responsibilities to us, focusing on core activities while we handle setup, administration, and fiduciary duties.
Enhanced Employee Satisfaction and Loyalty
Increasing employee financial well-being boosts workplace satisfaction and loyalty. Join us to create a positive work culture centered around retirement security.
Tailored 401(k) Solutions for Diverse Industries
Whether you're in manufacturing, healthcare, legal, or construction, our services are tailored to meet the unique needs of your industry.
Minimized Fees, Maximized Benefits
Our commitment to low fees ensures that businesses can maximize benefits and returns, making 401(k) plans a cost-effective investment in employee well-being.
Comprehensive Education for Workforce Empowerment
We provide ongoing employee education, empowering your workforce with the knowledge they need for informed financial decisions and retirement planning.
Schedule a Consultation
Discover how our 401(k) expertise can benefit your business. Book a consultation with our 401(k) experts today.
What We Deliver
What We Deliver
Personalized 401(k) solutions for your business
Transparent communication on fees and benefits
Expert fiduciary guidance
Ongoing education for employees
Streamlined administration, saving you time
What We'll Never Do
Impose one-size-fits-all approaches
Conceal hidden charges or provide unclear information
Neglect fiduciary responsibilities
Ignore employee financial literacy
Burden you with unnecessary administrative complexities
