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 Good Life Advisors, 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 reported by Financial Planning Magazine, June 1996-2017, based on total 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?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Explore the growing influence women wield over the economy with this handy infographic.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?