Financial Strategies Retirement Partners (FSRP) Information

Financial Strategies Retirement Partners (FSRP) is an independent investment management firm specializing in 401k plans and retirement income planning. Shawn Monty started Financial Strategies in 1995 and teamed up with Al Gilbert in 2007 to launch Financial Strategies Retirement Partners (FSRP). Over the years, they have expanded the team to include two partners, Sarah Kenda and Daniel Grossman. Our team of 18 professionals work with over 150 retirement plans and more than 300 families. Our tagline “trusted independence” isn’t just a tagline. We are completely objective when suggesting both recordkeeping platforms and investments. Our first priority is to understand our clients’ goals and do what is in their best interest. We are proud of our affiliation with Commonwealth Financial Network the largest privately held Registered Investment Adviser and independent broker/dealer. FSRP is also a Registered Investment Advisor and we act as co-fiduciaries on each 401k plan we service. We have a passion for educating 401k plan participants and promoting the benefits of financial wellness. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and financial planning services offered by FSRP are separate and unrelated to Commonwealth. Financial Strategies Retirement Partners (FSRP), 3 Executive Park Drive, Suite 205, Bedford, NH 03110, 603-627-1462. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.