Plexus Financial Services recognizes that effective employee education and ongoing communication are imperative to your plan’s success, not only to optimize employee satisfaction with their retirement planning, but also to assist you, the employer, with your fiduciary responsibilities.


We will provide the necessary information to your participants in understandable and executable formats so that they can leverage a program designed to meet the unique aspects of their individual goals and objectives.


Our commitment to our employer and employee clients is developed on a personal level and sets us apart as a partner.











© 2016 Plexus Financial Services, LLC