At Channel Financial, we use our energy and experience to help people and organizations prepare financially for whatever might come next.

SIMPLIFY YOUR BENEFITS

A retirement plan can play a large role in recruiting and retaining employees. We will help you build and implement a plan to address the needs of your organization.


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CREATE OPPORTUNITIES

Talk to an advisor and create a financial plan. Whether you are just starting out, preparing for a transition or need to look at your complete financial picture.


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INVEST IN YOUR FUTURE

The key to saving for retirement is to start early and stay committed. Participate in your employer’s plan and make small changes to improve your financial outlook.


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FINANCIAL WELLNESS SOLUTION

Employers can create lasting financial changes for their employees through personalized conversations and one-on-one coaching.

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By collaborating with a circuit of advisor offices Channel Financial shares ideas, tools and talent with leading plan advisors around the country.