Retirement Planning Management

Indie Asset Partners offers retirement planning services for businesses, organizations and individuals.

A goal without a plan is just a dream.

~Dave Ramsey

Businesses & Organizations

As an employer, it is in your best interest to retain good employees. Part of achieving that goal is to offer benefits your employees will value while watching your bottom line. Indie Asset Partners is well equipped to be your partner and advisor for your employee retirement planning.

• We help to mitigate liability by guiding you in meeting your fiduciary duties. Our investment advisors may assist you in creating an investment policy statement, forming an investment committee, and documenting the performance of the fiduciary duties required by ERISA. Through quarterly investment committee meetings, mutual funds are monitored to ensure adherence to our strict guidelines within our investment policy statement.

• We provide education for your employees, coming on site at least once a year to meet with them and answer their questions regarding the plan or the stock market in general.

Indie Asset Partners will work with you to make your retirement plan both a selling point to a potential employee as well as a valued benefit to your current staff.

Individuals

You participate in your company’s retirement plan, but do you know if you are making the most of it? Indie Asset Partners offers comprehensive retirement planning advice for individuals who have over $100,000 in an employer-sponsored retirement plan. On at least a quarterly basis, our investment advisors will review and advise you in making necessary changes to your investment allocation.

Contact us

to learn more about our retirement planning management services.