Saunders Financial

Tel: 813-875-5800
17888 US Highway 41 North
Lutz, Florida  33549
Saunders Financial | Financial Advisor in Lutz,Florida

About Saunders Financial

Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38) investment manager, or full-scope 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetings, as well as, assisting all individual employees with their fund allocations based on the prudent man rule, risk tolerance and time frame to retirement. Our advisory/consulting service operates on a top down approach utilizing quantitative and qualitative analysis to determine the best investment offerings based on performance, cost, investment manager tenure, and Beta and Alpha calculations. As an ERISA Section 3(38) investment manager, or full-scope 3(21) co-fiduciary, we add another layer of liability protection to plan sponsors.

General Information

Services:   Wealth Management, Retirement Plan Consulting, Insurance

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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