Questions? Contact us 1-855-4FINDEC
Questions? Contact us 1-855-4FINDEC

We operate with no “I” in TEAM

We understand what it takes to be a successful advisor. Looking for back office support, a compliance department, and a 24-hour client call center (just to name a few)? Let us bring you peace of mind so you can focus on what you want to do — advise your clients. If you’re an advisor and miss doing what you love more than 20% of your time, we hope you will reach out. We enjoy operations, offload it on us.

We have options as you plan for the future of your business.

What FinDec Offers:

  • A. Next Generation of Executives/Advisors
  • B. Succession Planning & Continuity Partners
  • C. Affordable Back Office Support
  • D. Marketing/Business Development Team
  • E. 50+ years’ experience in workplace retirement plan space (Administration, Recordkeeping & Advisory Services) & Growing
  • F. Assist advisors in capturing market share in workplace retirement plans

FinDec is guided by six core values embodied in its name:

Family

Family is at the core of everything we do. FinDec was started by a family and builds on that legacy each and every day.

Integrity

We put the needs of our clients because we are honest financial advisors. We will never steer our clients in a direction that we know is wrong — our integrity informs how we communicate and advise our clients.

New Ideas

We believe in evolving to ensure that we’re providing clients the best possible advice and services. Things change and we stay ahead of the curve by putting innovation at the forefront of what we do.

Determination

The status-quo is simply unacceptable at FinDec. We’re determined to do the best by our clients.

Education

Our founders were educators. Our firm was created with deep principles rooted in the value of education and that no one can take that away from another. Education is the most powerful tool — whether it be in business or in life.

Community

Clients are at the center of what we do and they have become our community. It is because of this community that we, as a company, are able to do good. We are committed to giving back to the communities we serve. We are proud to be a part of something greater than ourselves.