About Us
We are an independent pension and 401k consulting firm located in Alpharetta, Georgia since 1977.
Our Services
As a pension and 401k consulting firm, we offer a wide range of services to our clients.
For Our Clients
For links to our latest newsletter, our affiliates and other useful tools.

Planmark Financial Group was a proud sponsor of the Lighthouse Family Retreat Charity Golf Event! 

 


                                                                                                         

Our Mission

...helping our clients design, implement and manage their workplace retirement plans using a single point of contact.

  • Plan Design Optimization
  • Fiduciary Support
  • Full Service Plan Administration
  • Multiple Investment Platform Choices
  • Customized Employee/Participant Education