We help small business owners design and implement company retirement plans that improve the future lives of their employees and offer significant tax advantages for their businesses.
Offering retirement benefits helps attract and retain quality employees while providing significant tax advantages for your business. We help small business owners in the Toledo and Oregon, Ohio area design and implement retirement plans that work for both employers and employees.
We help design 401(k) plans that meet your business needs, from plan structure and investment options to compliance requirements and administrative support.
Your employees need guidance to make the most of their retirement benefits. We provide education and support to help them understand their options and make informed decisions.
Business owners have fiduciary responsibilities when offering retirement plans. We help you navigate compliance requirements and provide ongoing support.
Retirement plans require regular monitoring and updates. We provide ongoing reviews to help keep your plan competitive and compliant.
We help design 401(k) plans that meet your business needs, from plan structure and investment options to compliance requirements and administrative support.
Your employees need guidance to make the most of their retirement benefits. We provide education and support to help them understand their options and make informed decisions.
Business owners have fiduciary responsibilities when offering retirement plans. We help you navigate compliance requirements and provide ongoing support.
Retirement plans require regular monitoring and updates. We provide ongoing reviews to help keep your plan competitive and compliant.
A well-designed company retirement plan benefits everyone. Employees gain valuable benefits for their future, while business owners receive tax advantages and improved employee retention.
We understand the needs of small business owners and design retirement plans that fit your budget and business goals.
We handle the complex regulations so you can focus on running your business.
Your employees get clear guidance to make smart retirement decisions that help maximize their benefits.
Company retirement plans are most effective when coordinated with your overall business and personal financial planning. Discover how our other services work together to help you achieve your financial goals.
Our team understands the unique challenges small business owners face when choosing the right retirement plan for their business. We will work together to design and implement company retirement plans that attract top talent and fit your budget.
Our team helps small business owners in the Toledo and Oregon, Ohio area design retirement plans that attract and retain quality employees while providing significant tax benefits for the business.
Stay informed on retirement plan trends, compliance updates, and strategies that can benefit both your business and your employees.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.
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