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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
View all articles 
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators 
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
