Your People. Your Plan. Our Priority.
At Adcock Financial Group, we care.
That means showing up, listening, and putting people first. Whether it’s helping employees feel confident about retirement or guiding employers through their fiduciary responsibilities, we take a hands-on approach built on trust, education, and values.
For Employers: Lightening Your Load
Running a business is enough work on its own. Managing a retirement plan should not add to your stress. That is where we come in. We partner with plan sponsors to make fiduciary responsibilities clear and manageable. Our goal is to take care of the details so you can focus on what truly matters most: your people.
For Employees: Retirement Confidence
We believe everyone deserves the chance to retire with dignity. Our team takes the time to connect with employees, answer real questions, and make retirement planning feel simple and personal. Through one-on-one conversations and clear education, we help turn uncertainty into confidence, one employee at a time.
Our Process
Listen – Understand your business, culture, and goals
Evaluate – Review current plan design, costs, and performance
Recommend – Share possible enhancements and options
Collaborate – Work with vendors and trustees to effect changes
Support – Provide ongoing education, reviews, and updates
Finding a that Plan Fits Your Business?
For nearly 60 years, Adcock Financial has helped organizations create retirement programs that fit their people. Whether it’s a 401(k), 403(b), or Pooled Employer Plan (PEP), we’ll help you evaluate the differences and find the approach that best supports your team.
Learn more about our Pooled Employer Plan.