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Our Services

At the Scanlon Group, we provide expert assistance in the following areas:


  • 401(k) and Profit Sharing Plans
  • Defined Benefit Plans
  • IRA's: Roth and Traditional
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Qualified Retirement Plan Design for
    • 401(k) Plans, Profit Sharing Plans
    • Defined Benefit Pension Plans
  • Estate Plans
  • Individual Needs Analysis
  • Long Term Care Planning
  • On-site Employee Education Programs for Financial Wellness


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance