About Channel Financial

Channel Financial is a leading independent retirement plan consulting and wealth management firm. We help protect fiduciaries from the personal and corporate liability related to the retirement plan, while enhancing potential investment opportunities and ultimately helping participants achieve financial security.

Expertise, Simplicity, & Confidence

We Know the Retirement Plan Market as your C.R.O.

Unlike other firms that spread themselves thin attempting to do anything and everything financial, Channel Financial is an independent advisory firm dedicated to the retirement plan market. We focus our efforts in retirement plans because you and your plan participants deserve our full attention.  In essence, we become an extended member of your team in a Chief Retirement Officer role.

You. Our expertise and conflict-free business model deliver tangible client benefits. We are committed to helping you address corporate liability related to your company’s retirement plan, while also working to contain costs and manage regulatory requirements.

Your Plan Participants. Every participating individual benefits from our knowledge and proactive service. It is a top priority for us to enhance each person’s understanding of saving & investment opportunities plus, assist them in the pursuit of their financial goals.