Retirement Plan Partners
“Before joining together as partners to service their nonprofit retirement plans, Apryl, Jamie, and Tracey independently ran their financial advising practices serving thousands of individuals through financial planning, investment management, and retirement plan advising. As each of their firms continued to grow exponentially, they decided to combine forces so they could increase their capacity to serve as retirement plan partners for employer-sponsored retirement plans (401(k)s, 403(b)s, SEPs SIMPLEs, etc.) The three of them have worked together and known each other for over five years. They are thrilled about the opportunity to continue working together while expanding their services for employer-sponsored retirement plans.
Current clients of Apryl’s “Pope Financial Planning,” Jamie’s “Osborne and Associates,” and Tracey’s “Living Legacy Financial Services,” can expect to maintain the exact level of service they have been provided. Although our business names have changed, we are still providing the same level of exceptional service that we were founded on.
Amongst our team at Retirement Plan Partners, we have a former Peace Corps Volunteer, former Firefighter, and we are all actively engaged in volunteering and serving our communities. We genuinely value and respect the meaningful service that nonprofits and community-based organizations offer to society.
This is why we specialize in and love working with nonprofits to help them design and implement a retirement plan tailored to fit the needs of their organization. As your plan advisors, we are a partner and extension of your team and strive to maintain a high level of plan participation and employee engagement, which in turn helps you hire, retain, and engage highly qualified talent.”