Whether you’re approaching retirement or already there, we provide clear guidance and straightforward plans to help you make the most of what you’ve built.
We analyze your existing retirement accounts to identify opportunities for improvement and determine if you’re on track to meet your retirement income goals.
Pension claiming strategies can be complex. We help you understand your options and develop strategies that could maximize your lifetime benefits.
We work hard to create sustainable withdrawal strategies that help preserve your assets while providing the income you need in retirement.
Whether you’re changing jobs or retiring, we guide you through the rollover process to help you maintain tax advantages and avoid penalties while consolidating your retirement savings.
Choosing a retirement planning advisor is an important decision. Here’s what sets our Oregon, Ohio, team apart when it comes to helping hardworking individuals navigate their path to retirement.
With extensive experience serving energy and refinery employees, we understand the unique retirement challenges and pension complexities you face.
We’re not just your financial advisors. We’re your Toledo-area neighbors who are invested in your long-term success.
We make complex retirement decisions simple to understand. No jargon, no pressure—just straightforward advice tailored to your situation and goals.
Our integrated approach connects your retirement strategy with tax planning, investment management, and estate planning to create a coordinated plan that addresses all aspects of your financial life.
Meet our experienced team who can help you understand your retirement options and feel confident in your decisions.
Whether it’s traveling or pursuing new interests, your retirement should reflect your dreams. Let’s get started on a plan that makes your retirement goals achievable.
Stay informed about retirement planning strategies, tax law changes, and investment trends that could impact your retirement planning journey.
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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