At Risen Son Financial, we are dedicated to serving as your retirement plan partner and investment fiduciary. Led by Kevin Donahue, CRPC ®, AIF®, our advisory firm cohesively works with your team to manage 401(k) investments, discuss financial planning solutions, and offer individualized resources.
We serve as named fiduciary for both the plan and participants, which means we act on your behalf to manage retirement assets. Take faith in the fact that we will serve as a partner in supporting your business and employees in helping to meet financial goals.
Are you ready to start planning? Learn about Our Roles and Our Process. Contact Risen Son Financial at (813) 512-2746 with any questions.