The Senex Group

Financial ServicesCalifornia, United States11-50 Employees

At The Senex Group, our primary goal is to help business owners successfully retire. 

Working with nationally known and highly respected third-party administration and insurance firms, we design and implement tax-qualified retirement plans—Defined Benefit Plans, Defined Contribution Plans, and 401(k) Plans—that are tailored to meet the specific objectives and goals of the business owner and Plan Sponsor.

With a team that includes ERISA experts, Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), and Certified Financial Planners® (CFP®s), we offer more than 30 years of industry experience, and the knowledge and insight to build all types of retirement plans—from basic SEP-IRAs to complex, coordinated retirement plans.

Whether you are a business owner seeking a plan to help protect your assets, a financial advisor seeking a trusted partner to expand your services to your clients, or a broker-dealer seeking to broaden your solution offerings for your member firms, The Senex Group is here to help.

-----------------------Please see our full Social Media disclosure at www.senexgroup.com------------------------
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. The Senex Group is not affiliated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor. CA Insurance License #0818209 - All states except Montana and Wyoming

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