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 Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will Your Money Last?

How Long Will Your Money Last?

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

Estimate Your RMD

Estimate Your RMD

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

 

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Medicare At 65+

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

View all articles arrow

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Long Will Your Money Last?

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Saving for College 101

Here's a crash course on saving for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow