The Senex Group is a diversified, financial services firm founded for the sole purpose of helping business owners successfully retire. We specialize in integrated, tax-qualified retirement plan design, implementation and administration. Working with nationally known investment and insurance firms, we tailor retirement plans to meet each clientís objectives and goals.

We have helped large and small employers alike with qualified plan design, implementation, enrollment, funding, investment and administration as well as business, estate and personal financial services. Whether itís a defined benefit or defined contribution plan or a 401(k), The Senex Group has experience with personalized plan design, implementation, employee communication, regulatory reporting and tax filings.

Some of the Associates of the Senex Group are Registered Representatives of, and offer securities products and investment advisory services through, Royal Alliance Associates, Inc., Member FINRA and SPIC, and a Registered Investment Advisor. The Senex Group is not affilated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor.

 
Senex Insurance Services, Inc. CA Insurance License #0818209 and Alaska Insurance License #34251
Bruce K. Gendein CA Insurance License #0764672 Ė Licensed in all states except Wyoming

Some of the Associates of The Senex Group are Registered Representatives of, and offer securities and investment advisory services through Royal Alliance Associates, Inc. member FINRA and SIPC, and a registered investment advisor. Insurance services are offered through Senex Insurance Services, Inc. dba The Senex Group. Qualified Retirement Plan Administration is offered through Senex Retirement Plan Services, LLC, dba The Senex Group. The Senex Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, ID, IN, KS, MD, MA, MN, MO, NV, NY, OH, OK, OR, TX, WA and WI. No securities offers may be made by or accepted from any resident outside of the specific states referenced.

Important Consumer Information
A broker-dealer, investment advisor, broker-dealer agent or investment advisor representative may only transact business in a state if first registered as, or is excluded or exempt from, state broker-dealer, investment advisor, broker-dealer agent or investment advisor representative requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual which involve either affecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements or an applicable exemption or excuse.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, broker-dealer agent or investment advisor representative, a consumer should contact his or her state securities law administrator.

Copyright 2003-2014, The Senex Group. Use of the text or images on this web site are prohibited without prior written permission.