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Pensionmark Expands Into Kentucky With Addition of QFC


SANTA BARBARA, CA, February 2, 2017 -- Pensionmark® is pleased to welcome its newest affiliate, Kentucky-based Quantum Financial Consultants ("QFC") led by Managing Director Eric Ward. Eric and his QFC team are leading providers of retirement plan consulting, business succession planning, and investment and insurance services to employers. They specialize in retirement plan design and implementation to help plan sponsors and their participants achieve their retirement plan goals. QFC has provided retirement, investment and insurance consulting to corporate and individual clients throughout Kentucky, Indiana, Tennessee, Georgia, Florida, and Texas.

Valuing the spirit of independence, the Pensionmark partnership provides QFC the ability to maintain their own unique practice while benefiting from the size and strength of a national consulting firm. This structure offers QFC the exclusive opportunity to leverage the infrastructure, support, and services of Pensionmark to grow and scale their independent firm. QFC's client-advisor relationship will be enhanced with a full-service suite of deliverables to their retirement plan clients. Customizable solutions allow QFC to select the support level that best suits their business model and client base. Pensionmark's centralized service design includes marketing and prospect generation, investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, and compliance and preparedness of the DOL Fiduciary Rule. Pensionmark also provides QFC with proprietary wealth management support for its equally large individual client base.

"The fiduciary rule has emphasized on the need for quality advisory firms like QFC to partner with organizations that specialize in their industry, provide the support services needed to run their practices, and give them the tools and resources they need to compete and win in today's challenging environment. The addition of QFC further strengthens us as a network adding another premier advisory group to the Pensionmark family. We expect and are already seeing accelerated growth through 2017," commented Troy Hammond, President/CEO of Pensionmark.

"In today's increasingly complex landscape of retirement plans and the fiduciary aspects affecting plan sponsors and their participants, we felt that we needed to partner with an advisory firm and their advisors who specialize in retirement planning and financial wellness. We have always been an advocate for plan sponsor and employee education, and as a partner with Pensionmark, we now have some of the most technologically advanced tools available for our clients to accomplish those goals." commented Eric Ward, Founder of QFC.

Since its founding in 2005, QFC's mission has been to provide their clients with the answers and resources to help them make sound decisions about their financial and life goals. Working with both individuals and business owners, QFC uses a collaborative approach with their clients. Utilizing their existing tax and legal advisors enables them to develop a comprehensive overall strategy. Their approach is one of process rather than product. QFC Founder, Eric Ward, has more than 27 years of experience in qualified plans, financial consulting, and insurance services. He also works with business owners and their other professional advisors to develop the strategic plans for transitioning their business and encompassing effective tax planning techniques. Apart from his work, Eric is heavily involved within his community, lecturing and presenting financial and retirement planning programs to several area corporations, universities, and churches. He has been married to his wife Susan for 31 years with three children together.

About Pensionmark® Financial Group

Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark's network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.


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