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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