Business Owners

Your Plan, Your Future, Your Way

As a business owner, you value your employees and recognize the importance of a retirement plan as part of their financial goals. We will assist you in making better decisions for retirement plan design, administration, education, and investment. Furthermore, we will educate your employees about the company plan and assist them in planning for and achieving the retirement lifestyle they have always dreamed of. We believe that company management should be able to focus on running the company and leave the details of the retirement plan to us.

Pierce Financial understands that as a sponsor and fiduciary to your company’s 401(k) plan, you have a responsibility to help ensure plan performance and success. We have partnered with Retirement Plan Advisory Group (RPAG), an alliance of accomplished advisors that are dedicated to serving retirement plans with strategic, expertly crafted consulting services. Robust technology, systems, and services help us create successful retirement plan experiences for plan sponsors and participants.

2555 Caffey Street, Suite A

Hernando, Mississippi 38632

6465 North Quail Hollow, Suite 200

Memphis, Tennessee 38120

Phone: (901) 271-3720

Fax: (901) 271-3730

Email: lee@piercefinancial.org

Registered Representative - Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Representative – Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pierce Financial are not affiliated.

The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

This communication is strictly intended for individuals residing in the states of AR, CA, FL, IL, KY, LA, MS, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

Pierce Financial