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.

Schedule Now

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

Ready to enhance your employees' financial futures and streamline your 401(k) administration? 

Call to book a meeting with us today!