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Our Affiliates

Preferred Pensions, LLC

Preferred Pensions, LLC provides qualified plan design, administration services, and investment management for a wide range of pension plans. Their professionals work with you to help customize a qualified retirement plan meeting your specific objectives, design tax-advantaged financial strategies, and minimize fiduciary liability.

BMH Investment Group

BMH Investment Group has over 40 years of combined experience in helping business owners, physicians, and non-profit employees plan for and work towards financial independence. Located near Charlotte, North Carolina, and Myrtle Beach, South Carolina, these affiliate firms offer investment services, estate planning, and insurance services.