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
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Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What's your vision of retirement?
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