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Bear/Pelland Associates

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ALDA Advisors, Inc

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David L. Pelland, CFP

Lawrence W. Pelland, CFP

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                          Value Services

We work diligently to arm sponsors with what they need to know, when they need to know it.  To reduce costs.  To achieve higher plan performance.  And avoid liability.  

Select us as your retirement plan consultant and count on the highest quality of:

     In-depth Investment Due Diligence and Analysis
     Extensive Benchmarking on Services and Fees
     Best Practices in Planning, Execution, and Service
     Comprehensive RFP Vendor Searches
     Complete Plan Resources and Fiduciary Support
     Dedicated Fiduciary Briefcase™ Sponsor Portal 

Our time-tested strategy addresses the real value proposition you seek.  Concerned about plan fundamentals?  Need to solve an exceptional issue? 

It's all about peace of mind.

The Retirement Plan Advisory Group is a professional alliance of accomplished advisors - representing over $60 billion in plan assets - dedicated to serve and protect sponsors of qualified and nonqualified plans. 



Fee-Based Planning offered through ALDA Advisors, Inc. a State Registered Investment Advisor
Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor
 ALDA
Advisors, Inc., its affiliates, and RPAG are separate entities from ValMark Securities, Inc. and ValMark Advisors, Inc.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC
 
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