Broker Check

Who We Are

Our firm, Independent Retirement Partners, is solely dedicated to the success of plan sponsors and participants and we have dedicated our firm to developing competitive, compliance driven retirement plans. We strive to minimize a plan sponsor’s efforts in running a successful retirement program by helping make sure all the gears are running smoothly, including fiduciary liabilities, financial wellness programs, and plan implementation.

There are many advantages of working with a large financial institution, including their breadth of services and vast accessibility of products. But there are also advantages of working with a small, independent firm, including a higher level of attention and less conflicts of interest. We are a boutique firm backed by LPL Financial, which means we are able to offer all of these incentives, and more.

Our streamlined and defined process makes developing and sponsoring a retirement plan as low stress and effective as possible. 57% of employees ages 55 and older have not used tools to determine how much they will need to retire and 70% of them don’t have the time, interest, or knowledge to manage their retirement plan1. Let us help change that and get your employees on track. Contact us today to start crafting a retirement plan you and your employees can feel confident in.

1 Source: 2011 Research in Review, Financial Finesse.  February, 2012.