About Us

Alford-Jungers Financial & Insurance Services, Inc. is the premier retirement planning and consulting firm in San Diego.

With over $1 Billion in assets, we focus on delivering unbiased perspective and processes that are disciplined and proven.

We focus on providing professional support to plan sponsors and educating them on how to fulfill their fiduciary responsibilities with respect to their retirement plans and the investment options within those plans.

We offer local, personalized service; the AJF team, as well as national breadth through our affiliation with National Retirement Partners (NRP), a national organization that offers resources and a depth of services offered by only a few select firms.

NRP is a diverse organization made up of the top retirement consultants in the Nation, with over 80 affiliated member firms in 30 states, and over $30 Billion in assets under management. AJF’s affiliation allows us to deliver state of the art retirement product tools and services including The Technical Answer Group, the ultimate pension resource providing AJF and our clients access to the largest ERISA library anywhere; 401K SearchPro, our plan provider analysis and benchmarking tool; and Investment Due Diligence, a robust consistent process for reviewing plan investments with qualitative as well as quantative analysis to scrutinize the material aspects of plan investment options.

We are dedicated and committed to the retirement plan business and welcome an opportunity to meet with you and your committee members to discuss how we can help you have a better, more efficient retirement plan.