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Your Management

If you are someone who wants active management for their 401-(k) account, Your Management may be perfect for you.

If your plan allows, we can assist you in creating a Brokerage Link Account (Fidelity) or a Personal Choice Retirement Plan (Schwab) for your 401-(k) plan. Your assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.

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You do not have to make the investment changes to your account, because we are actively managing the account for you.

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. We will also complete your individual Retirement Plan Analysis for you.

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You will receive a personalized Quarterly Performance Summary to review your portfolio's return for the last quarter against major market indexes. 

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.
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