Neil G. McInnis is a managing partner and co-founder of Pension & Wealth Management. Neil started in the financial services industry as an insurance and benefits specialist in 1986. Over the past 30 years Neil has worked extensively with qualified retirement plan sponsors and their participants. Giving guidance on investment education, allocation strategies and the development of investment policy statements is an integral part of his background experience. Neil is a Certified Financial Planner™ and a Chartered Life Underwriter with the American College. Additionally, Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at