How We Can Serve You

Empowering organizations with personalized retirement services, crafted with care.

Our Commitment

We’re here to serve our clients with personal attention, trusted expertise, and reliable results.

Our clients are the core of our relationships. At the end of the day, we believe that retirement plans aren’t just about balancing numbers—they’re about achieving the goals that matter most to you and your employees. Our team digs deeper to ensure every detail is accurate, every plan is personalized, and every solution supports long-term success. Retirement planning doesn’t have to be complicated. Let us show you how simple it can be.

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Karel-Gordon & Associates proudly employs some of the leading retirement experts in the country, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenge.

Highly Credentialed

We proudly employ some of the leading retirement experts in the country, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenge. Learn More

Personal Design. Local Service. National Support.

Our local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client.

Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in the small business community, we can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection. 

Karel-Gordon & Associates: Tall skyscraper building seen from below with reflective windows, against a clear blue sky.

1,200+

Total Plans Administered

27

Retirement Consultants

150+

New Plan Designs Per Year

2

Actuaries

20+

Avg. Years of Design Specialist Tenure

$1.5B+

Assets Under Management

Backed by Strongpoint Partners’ national infrastructure to meet any challenge:

300+

Retirement
Consultants

~1K

New Plan Designs
Per Year

25K+

Total Plans
Administered

$40B+

Assets Under
Management

~9.5

Average Years of
Client Tenure

35+

Avg. Years of Design Specialist Tenure

Already a Client?

Log in to access our secure site for existing clients.

When accessing this private and secure portal, you’ll be able to:

  • Add, edit (name, phone number, and email address), or delete users associated with your web account. 

  • Securely download and upload files. 

  • Access the year-end census packet to complete. KGA uses this information to complete year-end administration. Note that the two main files are the employee census (a spreadsheet template that is partially pre-populated for you to complete) and a questionnaire. 

  • Access additional information, including Documents and Forms (housing any other files required for retrieval on an as-needed basis). 

We’re Here to Help

Contact our team of experienced Actuaries, Administrators, and Consultants today.