Financial Planning and Retirement Strategies for our Individual and Business Clients

We strive to help clients grow and preserve their investments and businesses through genuine partnership and deep expertise.
INDIVIDUAL SOLUTIONS
Accumulation & Investing
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Retirement Income
Planning - College Funding
- Debt Reduction Strategies
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Pension & Social Security
Strategies
Family & Asset Preservation
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Wealth Distribution Strategies
- Estate Conservation
- Legacy Creation
- Charitable Giving
BUSINESS SOLUTIONS
Employee Benefits
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Executive Benefits
- Buy/Sell Agreement Funding
- Key Person Insurance
- Deferred Compensation
Qualified Retirement Plans
- 401(k) SEP, Simple IRAs, Roth 401(k), Defined Benefit Plans
- Fee Analysis
- Plan Design, Benchmarking, Investment Advice, Fiduciary Compliance, Participant Outcomes
IFP RETIREMENT SERVICES
- 401(k) Retirement Services
- Employer Retirement Plans
- 401(k) Record Keepers
- Our Retirement Services Administration Team
IFP RESEARCH
- Investment Advisory Group
- Research Reports
- Our Process
Steadfast Commitment for Changing Times
In today’s volatile economic environment, a dedicated, diligent partner can make all the difference. Independence Financial Partners, a Royal Alliance firm, has been helping individuals, families and businesses for over 100 years. While many aspects of our business have transformed during this time, our core mission remains the same… We strive to help clients grow and preserve their investments and businesses through genuine partnership and deep expertise.
We're in This Together
Individual Solutions | Business Solutions
All our clients have the benefit of personal service and dedication combined with access to preservation, investment and advisory products from many of the industry's most well-respected financial services companies.
As a New England based company ourselves, we appreciate the challenges of growing a business and the importance of helping clients throughout the region achieve their financial goals. Our regional roots make our relationships with clients especially meaningful and motivate us every day.
Advanced Resources & Solutions
IFP Research | IFP Retirement Services
Independence Financial Partners has grown to more than 60 financial professionals throughout Southern New England who have access to preservation, investment and advisory products from many of the country's most well-respected financial services companies.
121-20151014-257366