Professional Plan Management 

For three generations, Nicklas Financial has been empowering financial freedom. Founded in 1978, Nicklas Financial is an independent financial services company with advisors that specialize in retirement plan consulting and advisory services.  With over 30 years of retirement plan experience, the advisors at Nicklas Financial have the knowledge, expertise and ingenuity to help you work towards the goal of enhancing plan performance, and ultimately, participant outcomes. ​

Pentegra has been providing fiduciary plan services since the establishment of ERISA over 30 years ago and retirement plan services for over 70 years. Pentegra is independent, neither owned nor controlled by an investment management, mutual fund, bank or insurance company, which provides you with objective retirement plan management.

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Sentinel Plan Administration has been providing Third Party Administration services to small businesses since its inception in 1979.  Originally established to provide defined benefit pension plan administration for community banks, today Sentinel works with businesses representing multiple industries throughout the Midwest.  As an independent TPA, the Sentinel team never loses sight of who they serve- their clients.