Lee Jennings, his law firm and third party administration firm form an alliance of knowledgeable and experienced retirement plan associates and attorneys who provide comprehensive and coordinated legal and consulting services for sponsors of tax-qualified retirement plans.

The firms are a strategic partner to attorneys, accountants and financial consultants who advise companies on using their retirement plans as wealth accumulation tools for their owners and other key personnel and as incentive plans for all employees..


An Added-Value Proposition

We work with retirement plan advisors to complement their services by offering only those services that are necessary to the particular engagement without competing with an employer’s current attorneys, accountants or financial advisors.


A Promise You Can Trust

Our clients know that we are committed to being a reliable partner and to maintaining the highest level of integrity and confidentiality while providing the most comprehensive and up-to-date advice on all matters related to qualified retirement plans.



Ask how we can assist you.




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