General Info

Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38) investment manager, or full-scope 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetings, as well as, assisting all individual employees with their fund allocations based on the â??prudent man ruleâ??, risk tolerance and time frame to retirement.