Our Services
The Retirement Plan Group at Independent Retirement Advisors provides honest and independent counsel in developing and delivering comprehensive retirement plan solutions to East Coast based employers and their employees. We assist each to achieve their respective goals through their corporate retirement plan.
We assist our plan sponsor clients to develop and maintain best in class retirement plans. We achieve this through superior product knowledge, investment analysis, and effective management of fiduciary responsibilities with respect to ERISA.
We will assist our plan participant clients to confidently accumulate and manage their retirement wealth. We will achieve this goal by helping plan participants to understand how their company retirement plan works to achieve their retirement savings goal. We will teach them to effectively allocate their assets for retirement.
The Financial Planning Group at Independent Retirement Advisors provides honest and independent guidance in developing and delivering comprehensive financial planning, protection, and management solutions to our Western New York based families and individuals. We assist them to reach their goals through proper, planning, guidance, and coaching.
We assist our clients to develop and maintain best in class planning and solutions tailored to their unique needs. We achieve this through our team of specialists that possess superior product knowledge and the integrity to do what is in the best interest of our client’s financial needs.
Our process is need driven and consists of first designing and developing a comprehensive plan that will serve as your guide map to financial success. We provide ongoing support and coaching to ensure you stay on course.
Planning Protection Management
Financial Life Asset Allocation
Retirement Disability Accumulation
Education Long Term Care Distribution
Estate
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