Our Strategic Alliances
We believe in the power of collaboration. We pride ourselves on the calibre of professionals we have assembled over the years, and on whose specialty knowledge we have come to reliably depend. Of course, we are always equally happy to work with your other trusted advisors.
PF Compass
PF Compass works with all types of businesses, large and small, across a wide range of industries, up and down the Eastern Corridor. Over the years the firm has created a reputation for providing quality group benefits and unmatched service to all its clients. PF Compass strives to make sure both employer and employee are satisfied with the services they provide.
Donna Brown
PFP-NJ Inc.Planned Financial Programs
461 Somerset Street
North Plainfield, NJ 07060
908-769-6969 ex. 212 or 213
908-769-7577
Donna Brown is the owner of Planned Financial Programs, a third-party-administrator (or “TPA”), which provides administrative services for qualified retirement plans such as 401(k) and pension plans, profit sharing programs, and 403(b)s. TPAs play an essential role in the reconciliation of planned investments for businesses or other entities that contribute to such savings vehicles. While qualified retirement programs can be tax advantageous, they must be monitored and administered correctly. Planned Financial Programs provides the compliance oversight and necessary tools for clients to stay qualified and thereby enable their retirement savings to grow on a tax-deferred basis for future use.
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Disclaimer: Alliances are not exclusive relationships. You are free to choose your own professional for these needs.
