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piercefinancial.org

Pierce Financial

Lee Pierce, CPA, CMA, AIF. We provide a wide range of financial services for individuals, families, and business owners to meet their needs for retirement planning, manage distributions for those already retired, plan for life changes, and administer investments. The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes. Lee Pierce, CPA, CMA, AIF. Registered Represe...

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ji●@gotelelink.com

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Pierce Financial | piercefinancial.org Reviews
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Lee Pierce, CPA, CMA, AIF. We provide a wide range of financial services for individuals, families, and business owners to meet their needs for retirement planning, manage distributions for those already retired, plan for life changes, and administer investments. The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes. Lee Pierce, CPA, CMA, AIF. Registered Represe...
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4 business owners
5 retirement plans
6 fiduciary responsibilities
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Pierce Financial | piercefinancial.org Reviews

https://piercefinancial.org

Lee Pierce, CPA, CMA, AIF. We provide a wide range of financial services for individuals, families, and business owners to meet their needs for retirement planning, manage distributions for those already retired, plan for life changes, and administer investments. The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes. Lee Pierce, CPA, CMA, AIF. Registered Represe...

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piercefinancial.org piercefinancial.org
1

Fiduciary Responsibilities | Pierce Financial

http://piercefinancial.org/fiduciary-responsibilities

Lee Pierce, CPA, CMA, AIF. Fiduciary Responsibilities Pierce Financial. What do retirement plan sponsors need to know about fiduciary responsibilities? What is the significance of being a fiduciary? Fiduciaries are subject to standards of conduct and have important responsibilities that include:. Acting solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them. Carrying out their duties prudently. Paying only reasonable plan expenses.

2

Lee Pierce, CPA, CMA, AIF® | Pierce Financial

http://piercefinancial.org/lee-pierce-cpa-cma-aif

Lee Pierce, CPA, CMA, AIF. Lee Pierce, CPA, CMA, AIF Pierce Financial. Lee Pierce, CPA, CMA, AIF. Lee Pierce, founder of Pierce Financial, believes in handling each person’s situation as if it were his own. This quality of empathy promotes understanding and a high level of care for his clients and their unique goals. He also holds FINRA series 6, 7, 63, and 65 licenses. Check the background of investment professionals on FINRA’s BrokerCheck. RPAG and Pierce Fianancial. Why Hire an Advisor ERISA. Investme...

3

Retirement Plans | Pierce Financial

http://piercefinancial.org/retirement-plans

Lee Pierce, CPA, CMA, AIF. Retirement Plans Pierce Financial. Solutions for Your Retirement Plan. We strive to provide employers with pertinent information, compliance friendly solutions, and the potential to reduce costs, while enhancing investment opportunities and helping participants achieve financial security. Independent Investment Due Diligence. Fee Benchmarking and Vendor Search. When was the last time you evaluated your current plan provider? RPAG and Pierce Fianancial. Why Hire an Advisor ERISA.

4

Our Firm | Pierce Financial

http://piercefinancial.org/our-firm

Lee Pierce, CPA, CMA, AIF. Our Firm Pierce Financial. In 2007, Lee Pierce founded Pierce Financial to serve clients in Hernando, Mississippi, and Memphis, Tennessee, as well as throughout the United States. The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes. An Alliance of Independents. Cambridge empowers financial advisors to run their business as they see f...

5

Our Services | Pierce Financial

http://piercefinancial.org/our-services

Lee Pierce, CPA, CMA, AIF. Our Services Pierce Financial. Our services are twofold. We manage investments for individuals and businesses. And we serve employers sponsoring qualified retirement plans in the areas of investment advisory, plan design, employee education, fiduciary compliance, fee benchmarking, and provider searches. Services we provide individuals and families:. We provide business owners:. Investment advisory and due diligence. Pierce Financial is a member of Retirement Plan Advisory Group...

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Lee Pierce, CPA, CMA, AIF. We provide a wide range of financial services for individuals, families, and business owners to meet their needs for retirement planning, manage distributions for those already retired, plan for life changes, and administer investments. The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes. Lee Pierce, CPA, CMA, AIF. Registered Represe...

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