Our Firm

We strive to be the Premier Full-Service Provider for Small to Mid-Size Businesses 

The Powers Financial Services is committed to being the premier full-service retirement plan services firm for  the emerging market segment.  We want to provide smaller companies with access to the same retirement plan options enjoyed by larger companies, but with a higher level of personalized service. Helping you to ensure that your employees are retirement ready.

Experienced Consultants.  Dedicated Partners. 

Our  goal is to help each clients create a robust retirement plan, tailored to their unique needs, structured with the most advantageous plan provisions, at a cost that has the potential to be offset by the tax savings advantages offered by qualified retirement plans.

Better for You.  Better for Your Employees.  

We strive to minimize the burden on our clients, providing all required employee and employer notifications. We couple these services with our employee services, providing an optimal level of employee education, communication and guidance so employees can be retirement ready when the time comes.

Dedicated to a Higher Level of Service.

1. Detailed Analysis and Plan Design Assistance – We provide a comprehensive analysis on three critical components of the plan: plan design features, investment advisory services and employee communication. These interconnected elements are key to a successful retirement plan, and are a focus of our full service approach.
2. Dedicated to Emerging Markets – We focus on small and mid sized companies exclusively, which enables us to focus to our expertise to provide a more committed partnerships and the higher level of overall service.
3. Backed by Leading Technology, Systems and Resources –  We have partnered with the leading providers in the retirement plan industry to deliver these services.  Securities are offered through LPL Financial, the largest independent brokerage firm in the US*.
*As reported in Financial Planning Magazine, June 1996-2022, based on total revenue.