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Our Mission and Vision

As a full-service retirement planning firm, we are deeply committed to our clients' best interests. This means that we work as partners with our clients and always plan to each one's individual desires and dreams. Our expertise and ethics are at the core of the service we provide, whether developing strategically beneficial employer-sponsored retirement plans or working with successful individuals within the plans and at retirement.

Client-Centered Focus 

Client-Centered Focus 

Peter Kaplan and Brian Petros are retirement planning experts with broad investment and financial planning experience. As the founders of PK Financial Group, Pete and Brian understand that retirement plans can be complicated and confusing. Employers are rarely retirement plan experts, and employees are often concerned that they're not sufficiently prepared for retirement...and that uncertainty can result in distraction in the workplace.

PK Financial Group will help you create and maintain a high-quality retirement plan benefit by providing a superior level of plan service for you and ongoing educational support for employees. The firm also helps plan participants and other successful individuals maintain a wealth management program by utilizing proper asset allocation, diversification, investment selection, and product selection.

Ready to experience the difference of working with certified retirement experts? Contact us today!

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