ABOUT US

Industry Expertise. Innovative Approaches. Next-level Service.

The New Standard in Retirement Advisory Services

It’s not enough for us to understand the business of 401(k) plans. An effective investment partner should also understand your industry, your company, and your unique retirement needs. PK Retirement takes great pride in having a team of expert strategists that do just that!

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PK Retirement Advisory leadership team

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Jason George

CPA

With a profound understanding of tax planning, business strategy, and retirement planning, Jason offers a transformative perspective on retirement planning for business owners.

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Laura Peirson

MBA, CPFA, AIF

With over 25 years of experience in the financial services industry, Laura specializes in Employer Retirement Plan Services. 

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Put our expertise to work by creating a retirement portfolio that puts your tax dollars to better use.