The Senex Group offers access to a wide range of financial products and services from which we tailor plans that are individualized for each client. To create these customized solutions our professionals work closely with some of the most respected companies in the financial marketplace.

Retirement Planning Services
Qualified Plans
    Defined Contribution Plan
    401(k)
    403(b)
    ESOP
    Defined Benefit Plan

Executive Benefit Plans
    Deferred Compensation
    Split Dollar
    Business-Continuation

Retirement Plan Administration
    Plan Review
    Plan Design
    Implementation
    Reporting
    Tax Filing Preparation
    Employee Communications

Insurance Services
    Term
    Whole Life
    Universal Life
    Long-Term Care
    Disability Income
 
The Senex Group CA Insurance License #0818209 - All states except Montana and 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 2003-2012, The Senex Group. Use of the text or images on this web site are prohibited without prior written permission.

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.