Our Philosophy

Your retirement plan isn't simple, but our philosophy is.  We want to get to know you in order to help you to be the best possible investment stewards.

Our prime objectives: helping your employees acheive retirement readiness and management of prudent best practices.

Think for just a moment of your sponsored retirement plan as a business venture.  We know, it sounds strange; you're already running a business, why would you think of your plan as another line of business? Well, for starters, there are plenty of companies that make a business of selling things through your 401(k) plan.  If you don't know how they operate or demand the very best agreements from them, some might take advantage of you.

The first step, and at many points thereafter, is to take a look at who's charging you and what they give you in return.  We can run this process for you, holding everyone accountable.  How can we do this while others cannot?  We're completely unaffiliated.

Transparency - Accountability - Reliability, they're not just words to us.

 

 

 

 

The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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