Since 2010, we have helped employers reach their retirement goals. Have questions about retirement plans? One of our credentialed professionals would be glad to help.
Quality personalized service is our primary objective. We know that by identifying and achieving our clients goals, we succeed as a service provider.
We strive to get to know each client and to build long-lasting relationships. Allow us to be your partner and put our experience to work for you.
Barbara Nakata began her career in the retirement field in 1992 as a Plan Administrator. She is a founding partner at Pension Professionals, LLC. She enjoys playing Tennis and Pickleball in her spare time.
Lila Vasconcellos began her career in the retirement field in 1992. She brings over 30 years of experience in the retirement plan space. She is a director with the Hawaii Soccer Assocation and referees games in her spare time.
Brandee Burgess began her career in the retirement field in 2020 as an administrative assistant. She has since transitioned into the role of a plan administrator. She enjoys cooking in her spare time.
Please contact us if you cannot find an answer to your question.
Retirement Plans allow both tax savings to the Employer and a vehicle for employees to save for retirement.
It should start with your goals and objectives, and from there we will build and design a plan that will meet your retirement goals.
We conduct annual reviews and will meet with you to discuss any recommendations to ensure that the plan is meeting your goal.
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It is never too early or too late to get started. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 7:30am - 4pm
Saturday - Sunday: By appointment
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