Our clients ask us to deliver results to Proactively Manage Risk, Improve Vendor Value, Improve Investment Processes, Increase Participant Confidence, Monitor Participant Savings Rates & Investment Allocations. We get to know each of our clients to understand their organizational culture, goals, and objectives which provides us the insight to develop an appropriate service delivery plan.
As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >
Channel Financial is a leading independent retirement plan consulting firm dedicated to providing excellent service and satisfaction. Learn More >
We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com