Our Strategic Alliance
We believe in the power of collaboration. We pride ourselves on the calibre of professionals we have assembled over the years, and on whose specialty knowledge we have come to reliably depend. Of course, we are always equally happy to work with your other trusted advisors.
PF Compass
PF Compass works with all types of businesses, large and small, across a wide range of industries, up and down the Eastern Corridor. Over the years the firm has created a reputation for providing quality group benefits and unmatched service to all its clients. PF Compass strives to make sure both employer and employee are satisfied with the services they provide.
Perry J. Koplik, AIF®, CPFA®
The founder of Preferred Financial Partners, Perry Koplik has close to four decades of experience focused on developing qualified and non-qualified retirement plans for organizations of all types. Over the course of his career, Perry has become known for this knowledge and is a frequent speaker to industry audiences on pension plans, health benefit plans, and standards of conduct.
We work with our clients to... uncover a host of topics all of which pertain to how money will help shape their vision for the future.
Perry is an Accredited Investment Fiduciary® (AIF®) designee, which means that he has satisfied experience and training requirements to implement a prudent process into his own investment practices, as well as being able to assist others in doing so. In collaboration with Trust Services, Perry and his firm help clients who are trustees meet their fiduciary responsibilities.
Working with organizations has exposed Perry to the complex financial planning needs of business owners and executives. Frequently, a conversation about an organization’s needs leads to further exploration of the owner or executive’s future plans, including succession, exit and legacy design. “We have the luxury of spending time with our clients – which we use to uncover a host of topics all of which pertain to how money will help shape their vision for the future,” says Perry.
We are professionals in qualified retirement plan design and implementation for businesses, financial planning and wealth management for owners and their families, and a broad set of financial solutions for employees.
Our Services
Qualified
Retirement Plans
We help organizations of all sizes identify and implement retirement plans.
Key Employee
Retention
We provide employers with powerful tools and creative solutions to attract and retain top performers
Employee
Financial Education
Providing financial education empowers employees to take control of their financial future.
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