Since 2010, IFP Plan Advisors has quickly grown to become one of the most robust RIAs in the retirement
Our “advisor choice” philosophy has attracted some of the most accomplished retirement practices in the nation. Operating as a hybrid RIA on the LPL platform gives our advisors the ability to access the resources of LPL while benefiting from IFP’s dedication to flexibility and adaptability. Each day the IFP Plan Advisor team works with our advisors on a variety of tasks, including crafting customized retirement plan agreements, implementing state-of-the-industry toolsets, providing sophisticated investment consulting and plan design assistance in accordance with ERISA regulations, TPA and record-keeper due diligence, and so on. Additionally, being immersed in an organization with a large wealth management presence generates obvious synergies for plan focused advisors that smaller firms can’t offer.