In any relationship, the right chemistry is key. Truth is, Chepenik Financial isn’t right for everyone. You see, we’re not your typical financial services firm. We do things differently.
We love helping our clients grow and succeed, and we’re not afraid to break some molds and try some bold ideas to make it happen.
We believe in going beyond the status quo, and work best with clients who are willing to join us.
Finding the right retirement plan consultant for your company can be tricky. While many consultants offer similar products, everyone approaches plan design and management a little differently. Take this simple quiz to see if our approach is right for you.
Chips and salsa. Burgers and fries. Peanut butter and mayo? Not every pairing is perfect. So start here to see if our approach is right for you. Your future self will thank you.