3500 North Causeway Boulevard
Our Retirement Plan Division aims to reduce the burden on the Plan Sponsor while also working to decrease the liabilities encountered when operating a qualified retirement plan. Through our process, we will provide you with the tools you need in order meet your Fiduciary requirements in the following areas:
Fees and Expenses
The goal of the Retirement Plan Division at Acacia Financial Group is to help reduce fiduciary liability by helping to create and maintain a high-quality retirement plan while providing a superior level of service to plan sponsors and ongoing educational support for your participants.
Meet Our Team
Certified Exit Planning Advisor
Jon Milliken, CEPA®, CVB, LUTCF, works with small business owners to help them reach their business and personal planning needs. J
504-831-4494 x 241
Ryan joined Acacia Financial group after several years as an agent at New York Life. He brings to the team his passion of building personal relationships with individuals and business owners by helping them achieve their goals through...
Internal Relationship Manager