N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | B R O K E R - D E A L E R S & R I A s NAPA FIRM PARTNERS
INDEPENDENT FINANCIAL GROUP
INDEPENDENT FINANCIAL PARTNERS
S A N D I E G O , C A | if g s d . co m
T A M P A , F L | i f p ar t n ers.com
KEY CONTACTS
Jason Benham | 858.436.3182 | jbenham@ifgsd.com David Fischer | 858.436.3182 | jbenham@ifgsd.com
FIRM PROFILE
IFG specializes in individual wealth management and workplace retirement plans and has ranked among the top 5 in Wealth Management magazine’s Independent Broker-Dealer Report Card for Overall Broker-Dealer Satisfaction consecutively from 2015-2019. Additionally, the firm was awarded nd place Broker-Dealer of the ear by Investment Advisor magazine in 2018. The IFG retirement plan offering includes both ( 1) and ( ) fiduciary consulting capabilities, an integrated retirement plan practice management platform, and robust sales and compliance resources. IFG supports more than 650 advisors nationally and ranked #4 among all broker-dealers by Financial Planning magazine in 2019 for total revenue growth.
PRIMARY MARKET(S) SERVED
KEY CONTACTS
Jeff Acheson | 614.310.4274 | jeff.acheson@ifpartners.com Zak Koch | 813.314.2290 | zachary.koch@ifpartners.com
FIRM PROFILE
We are a full-service broker-dealer, registered investment adviser, and insurance agency. Everything we do is with the financial advisor and their clients in mind and our vision is to become the easiest firm in the industry for financial and retirement plan advisors to work with. We are focused on creating and delivering a compelling value proposition through a multi-disciplinary business model with integrated and complimentary service and product capabilities. Our growth will be driven by the success of our deliverable’s crafted in concert with visionary strategic affiliations, enhanced partnering opportunities and other key tactical alliances. Securities offered through IFP, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC dba Independent Fianancial Partners (IFP), a Registered Investment Advisor.
PRIMARY MARKET(S) SERVED
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OPTIONS AVAILABLE
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» Allows Fiduciary Declaration 3(21)/3(38) » Plan Sponsor Fiduciary Training » Stable Value Analysis
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