Strategic Retirement Partners Information

At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 720 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 4/1/2019). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including: Defined Contribution - 401(k), Profit Sharing Defined Benefit – Frozen or Active, Traditional or Cash Balance NonProfit Plans - 403(b), 401(a), 457(b), and 457(f) ESOP Executive Benefits (including Deferred Comp) HSA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.srpretire.com. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.