Custom Pension Planning and Personalized Service

Nicolay Consulting Group is an independent San Francisco Bay Area-based firm specializing exclusively in

  • Planning, design and administration of customized pension plans.
  • Actuarial valuations and costings of post-retirement healthcare and life insurance benefits.

We are a full-service company working with an exclusive client group: religious, municipal, school, public service and other tax-exempt organizations.

With 45 years of experience, we have developed an original way of conducting business that

  • Meets the unique needs of each plan sponsor.
  • Provides the individual attention that our plan sponsors prefer.
  • Establishes long-term relationships between the plan sponsors and our staff who first propose and then continue to work with each account.
  • Meets the highest standards of integrity by eliminating the possibility of conflict of interest.

Contact us to discuss specifics.

 

 

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