Broker Check
 
 
Positively Impact the Retirement of Your Employees Managing Your Fiduciary Responsibilities Individual Wealth Management Comprehensive Services

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

Fiduciary Support

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?


Strategies for Your Plan Implementation

We utilize best practices such in areas of plan consulting, governance and compliance, and administrative requirements.

Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

View all calculators arrow

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow