935 Jefferson Boulevard
Independence Financial Partners offers The Fiduciary Fitness Program™, an independent compliance tool to measure the health of a retirement plan, through our membership in the Retirement Plan Advisory Group™ (RPAG™). Our program provides resources as a means to identify potential weaknesses in your plan and remedy through education, diligence, and process.
The Program offers a holistic approach to fiduciary best practices, and encompasses three key deliverables:
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 member with RPAG. This includes, but is not limited to, investment due diligence, RFP and fee benchmarking, plan design and fiduciary review and communication service
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.