A Fiduciary Level of Care
After spending nearly 15 years working with institutional investors in Europe, we realized that our friends and family were not getting any help managing their assets within their companies' retirement plans. We felt that there were too many conflicts of interest within the financial services industry that worked against plan sponsors and participants. We wanted to create a different way of doing business; a way that benefits the individual investors and the employers that sponsor retirement plans.
Independent Retirement Partners (IRP), was founded on the premise that plan sponsors and individual investors want objective advice. When you work with IRP, you won’t get cookie-cutter investment menus or be steered into proprietary products. As an independent firm, we focus solely on serving your needs and acting in your best interest at all times as 401(k) fiduciaries. We are some of the most highly qualified professionals in our industry and have been recognized for our superior performance.
Our independence is supported by LPL Financial, the nation’s largest independent broker dealer* and Independent Financial Partners, our Registered Investment Advisor. Both firms provide us a comprehensive array of tools and resources that you would expect from a national financial services firm but we deliver our services with a level of sophistication and personalization that you would expect from a boutique firm
*As reproted by Financial Planning Magazine, June 1996-2017, based on toatl revenue.Contact Us
Being an ERISA 3(21) and 3(38) fiduciary is an advantage in our industry and a responsibility we don’t take lightly.
Retirement Goals Realized
Everyone benefits when employees can retire on time. How does your corporate 401(k) plan stack up?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In the face of divorce, making changes to insurance coverage may be overlooked.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Six overlooked tax deductions to help manage your tax bill.
Building wealth requires protection from the forces of wealth destruction.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.