Retirement Plan Services
Retirement in Focus
Our Retirement team is dedicated to working alongside our advisors to help guide you or your employees towards the ideal retirement lifestyle. We are committed to effectively designing plans that meet unique needs, every step of the way.
Retirement Services Offered
Individual and Family Planning
- Social Security, Pension Plan, 401(k) or 403(b), IRAs, Roth IRAs
- Personal Savings, Investments, Annuities, Life Insurance
Business Planning
- Retirement Plan Strategies
- IRAs, Simple IRAs, Roth IRAs, SEPs, KEOGHs, & 401(k)s
Private Equity Firms and the Power of PEPs
A Pooled Employer Plan (PEP), introduced by the SECURE Act in 2020, lets multiple employers share a 401(k), lowering costs and administrative tasks while offering stronger investment options. Renaissance Financial connects you with established PEPs that provide long-term value and retirement benefits without added operational burden.
Meet The Retirement Planning Team
Jon Ogren C(k)P®, AIF®, CPFA®
Financial Advisor, Retirement Sales Executive
Stacy Androuais, CPFA®
Manager, Retirement Plan Services & Registered Representative
Meghan Brown
Senior Retirement Plan Account Manager
Mary Pat AuBuchon
Retirement Plan Implementation Specialist
Emina Mehmedovic
Retirement Plan Services Manager
Daniela Miskovic
Retirement Plan Implementation Specialist
Nina Miskovic
Retirement Plan Marketing Specialist
Marco Perla
Retirement Plan Account Manager
Celia Halpin
Retirement Plan Implementation Specialist
Gabby Mattli
Retirement Plan Account Manager
Our Team
We are a team of professionals with expertise in all fields of financial services. We work from the belief that many minds combined are better than one.
About Us
We strive to provide exceptional financial planning services through the cultivation of enduring and genuine relationships.
Contact Us
Contact us today to learn how our team-driven culture can help you gain confidence in your financial life.