Live for today,
plan for tomorrow.
Live for today,
plan for tomorrow.
Think of us as your quarterback.
Like any good quarterback, we strive to provide the guidance and leadership you need to help achieve your goals. We’ll help “call the plays” and strategize with you in your quest for financial freedom. With our targeted approach, we identify weaknesses in your current plan and then create a playbook strategy to address every area of your financial life going forward.
Think of us as your quarterback.
Like any good quarterback, we strive to provide the guidance and leadership you need to achieve your goals. We’ll help “call the plays” and strategize with you in your quest for financial freedom. With our targeted approach, we identify weaknesses in your current plan and then create a playbook strategy to address every area of your financial life going forward.
We are more than just an acquaintance.
Life is all about relationships—some short-lived, others lasting a lifetime. Most people have dozens of acquaintances, but having one or two true friends in this life is invaluable. An acquaintance may remember the fact that you don’t eat shrimp, but a true friend knows the childhood story of when you tried fried shrimp for the first time and were covered with hives! True friends have the “inside scoop” on your life.
At Independent Retirement Professionals, we want to get to know you and your history so we can help you plan your future. When you partner with us, you’re getting more than just a strategy for financial freedom—you’re gaining a personal connection with a team of professionals whose main goal is learning who you are in order to help you succeed.
We are more than just an acquaintance.
Life is all about relationships—some short-lived, others lasting a lifetime. Most people have dozens of acquaintances, but having one or two true friends in this life is invaluable. An acquaintance may remember the fact that you don’t eat shrimp, but a true friend knows the childhood story of when you tried fried shrimp for the first time and were covered with hives! True friends have the “inside scoop” on your life.
At Independent Retirement Professionals, we want to get to know you and your history so we can help you plan your future. When you partner with us, you’re getting more than just a strategy for financial freedom—you’re gaining a personal connection with a team of professionals whose main goal is learning who you are in order to help you succeed.
We will stick by you no matter what.
In technical terms, we are a multi-disciplinary, family-style firm optimized to articulate and address your specific needs in the most effective way possible. What does this mean for you? Our family of financial professionals will work alongside you as we work together towards reaching your goals. We are not here to sell you a financial product; we are here to formulate a custom-made plan built specifically with you and your family in mind. In short, our team seeks to provide you with the resources you need to help your dreams of financial freedom become a reality.
That's who we really are.
We will stick by you no matter what.
In technical terms, we are a multi-disciplinary, family-style firm optimized to articulate and address your specific needs in the most effective way possible. What does this mean for you? Our family of financial professionals will work alongside you as we work together towards reaching your goals. We are not here to sell you a financial product; we are here to formulate a custom-made plan built specifically with you and your family in mind. In short, our team seeks to provide you with the resources you need to see your dreams of financial freedom become a reality.
That's who we really are.
Family-style services with big box resources.
You shouldn’t have to shop around for financial services. Wouldn’t it be convenient to have everything you need under one roof? That’s where we come in—we pride ourselves on forming a broad range of strategic alliances that complement our core list of services to ensure you have access to everything you might need when you partner with us. Looking for a business planning strategy? We’ve got you covered. Risk management? We can do that, too. Retirement planning? You guessed it, we’ve got your back.
Family-style services with big box resources.
You shouldn’t have to shop around for financial services. Wouldn’t it be convenient to have everything you need under one roof? That’s where we come in—we pride ourselves on forming a broad range of strategic alliances that complement our core list of services to ensure you have access to everything you might need when you partner with us. Looking for a business planning strategy? We’ve got you covered. Risk management? We can do that, too. Retirement planning? You guessed it, we’ve got your back.
Representing Main Street America.
We provide a whole host of financial services to several non-profit associations that are comprised of individual for-profit businesses typically located within the same field. The idea is simple: instead of an individual company going to the trouble of setting up a stand-alone retirement plan for its employees, that business may be eligible to join an association and offer retirement plan options and/or employee benefits that are usually only offered by larger corporations. A top-shelf benefit package is one way to retain key individuals in your organization and attract new talent to join your existing team.
Eagle National Truckers Association
American Association of Electrical Line Workers
The Tom Spiliotis Program for Blind Vendors
Representing Main Street America.
We provide a whole host of financial services to several non-profit associations that are comprised of individual for-profit businesses typically located within the same field. The idea is simple: instead of an individual company going to the trouble of setting up a stand-alone retirement plan for its employees, that business may be eligible to join an association and offer retirement plan options and/or employee benefits that are usually only offered by larger corporations. A top-shelf benefit package is one way to retain key individuals in your organization and attract new talent to join your existing team.
Eagle National Truckers Association
American Association of Electrical Line Workers
The Tom Spiliotis Program for Blind Vendors
