top of page

Your Overview

If you are an individual who feels comfortable with asset allocation strategies, risk management, diversification techniques, rebalancing principles and can understand the broad signals in the markets and the economy, Your Overview may be right for you.

​

On a quarterly basis we will provide you with economic indicators and a general overview to assist you in making investment decisions on your 401-(k) account.

​

You will take the data we provide, and determine on an individual basis what changes are right for your account. If you feel adjustments are in order, you will make the changes in your account.

​

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.

​

You make the changes to your account based on these economic indicators.

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

bottom of page