Resources

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.

Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them Learn More >

Why Channel?

Channel Financial is a leading independent retirement plan consulting firm dedicated to providing excellent service and satisfaction. Learn More >

Schedule a Consultation

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

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Financial Advocates Investment Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, MN, ME, OR, CA