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 client’s 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 it’s 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.