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 UsHelpful Content
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Learn all about Medicare basics in this informative and insightful article.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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See how inflation over time could affect the purchasing power of your retirement income.
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
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When you retire, how will you treat your next chapter?
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All about how missing the best market days (or the worst!) might affect your portfolio.
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This short video helps explain why markets can be as unpredictable as the weather.
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Here are the top 5 things your team may want to hear.
