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Your Advice

If you are someone who wants to receive personalized information on where to specifically invest your 401-(k) account, but would rather make the changes yourself, Your Advice may be right for you.

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On a quarterly basis we will provide you with specific recommendations based on your personal goals, and the available investment options in your 401-(k) plan.

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We will first help you complete an Investor Profile Questionnaire to assist us in determining your investment strategy. You will then work with one of our advisors to develop your personalized investment portfolio. On a quarterly basis, you will receive personalized recommendations based on your individual strategy.

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You make the investment changes to your account.

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As with all of our services, you will have access to your Personal Financial Web Site to assist you in monitoring and managing ALL of your accounts, not just your 401-(k) plan.

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 [dba Name] 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
for additional information and risks.
Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan

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