935 Jefferson Boulevard,
Today, we service more than 60 retirement plans – both qualified and non-qualified plans. Our consulting services include:
Independence Financial Partners is a member of Retirement Plan Advisory Group™ (RPAG™). The consulting services reflect services that we will provide as a result of our membership with RPAG. This includes, but is not limited to, investment due diligence, RFP and fee benchmarking, plan design and fiduciary review and communication services.
We believe retirement plans are one of the best ways for employers to build employee loyalty and retention, and for employees to save towards a comfortable retirement lifestyle. We see our role as facilitators, helping you select the right plan design for your needs and then providing the ongoing support required to ensure that your plan is as successful as it can be. We work with both qualified and non-qualified plans including:
Rhode Island 401(k), Connecticut 401(k), Massachusetts 401(k), 403(b), Roth 401(k), 401(a)
412(i), Simple IRA’s
Defined Benefit Plans
Deferred compensation plans
Executive bonus plans
Group carve-out plans
Split-dollar life insurance plans
Our local team takes pride in educating business owners about the type of retirement plans that can meet their interests and the retirement savings needs of the employees. Through our alliance with the Retirement Plan Advisory Group (RPAG), the nation’s largest provider of practice management resources for retirement plan consultants, you get:
We know that retirement planning is not a static process. As your plan's needs change over time, we will work with you to incorporate innovative solutions that meet your needs and progressive service offerings that can add value.
To Learn More about Retirement Strategies for you or your business, call 866-691-4100 or click to Contact Us
100+ Years of ExperienceEstablished in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.
About UsIndependence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.