Strategic Partners

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best-help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2014, based on total revenues.

About IFP

Independent Financial Partners provides a unique blend of wealth management, wealth counseling services and enterprise retirement plans to high-net-worth families, individuals and businesses of every size.

As one of the nation’s largest independent financial firms, we set ourselves apart from other wealth management firms by simplifying the wealth management process for our clients.

IFP Team

Our team of experienced professionals brings deep knowledge and expertise across multiple disciplines to affluent clients and business owners. Our combined talents comprise a powerful network focused on the success of our advisors and their clients.

History

Since 2000, Independent Financial Partners has provided comprehensive wealth management services to clients throughout the United States. Our founder, William Hamm, CFA, CFP®, CLU, has served the network as CEO since our inception and has led our network of independent firms to collectively oversee more than $35 billion in client and retirement plan assets.

Over the past 10 years, IFP has grown from nine advisors to a network of investment advisor representatives with more than 400 professionals serving the specialized needs of affluent clients throughout the U.S.

Strategic Alliances

Independent Financial Partners has formed alliances with some of the leading organizations in our industry to ensure our advisors and their clients receive high quality products and services.

Through our affiliation with LPL Financial, the nation’s largest independent broker-dealer*, we have access to third-party independent assets and can recommend and manage assets without any conflicts of interests or hidden agendas that may exist in proprietary products. These include Fidelity, Schwab and TD Ameritrade.

Why IFP?

Wealth management is a lifelong journey. Without the right guide, it can be difficult to navigate the complexities inherent in managing all aspects of your financial life.

The advisors of Independent Financial Partners will work with you to chart a prudent long-term strategy and guide you through difficult financial decisions, with you always maintaining control. Our attentive team always puts clients’ interests first and strives to deliver custom services with the perspective, insight and objectivity you deserve.

IFP Advantages

At Independent Financial Partners we work hard to simplify the complexities in your life through thoughtful and proactive planning. We provide you and your family with all of the resources you need to organize and take control of your financial life as you pursue financial independence on your terms.

We employ a holistic approach to planning, managing and preserving the assets you accumulate for one purpose: to help you pursue the lifestyle you desire.

We set ourselves apart from other wealth management firms by simplifying the process for our clients. Our well-orchestrated approach is to develop an effective, comprehensive strategy for managing your wealth and create lasting relationships with multiple generations of our clients.

Our team of experienced professionals brings knowledge and expertise across multiple disciplines to clients and business owners. They include professionals such as:

  • CPAs
  • Registered Investment Advisors and Affiliates
  • Qualified Plan Specialists and Accredited Investment Fiduciaries
  • Financial Advisors
  • Life, Property and Casualty Insurance Professionals

If you seek independent advice and would benefit from working alongside a seasoned team of financial professionals, you owe it to yourself to discover our powerful resources and unparalleled personal service

Services

Managing a large investment portfolio can be complex, time consuming and challenging. Sound decisions require extensive research, expertise and deep knowledge of the marketplace.

From retirement income planning to estate management and capital preservation, we’re confident we can help you overcome any obstacle towards financial success, providing you with more time to focus on the other priorities in your life. Here are a few of the services our advisors offer:

  • Financial Planning Strategies
  • Portfolio Management
  • Estate Planning and Life Insurance
  • Retirement Planning
  • Property and Casualty Insurance
  • Strategic Partnerships
  • Retirement Plan Consulting (401k, deferred compensation, etc.)

Through our Independent Retirement Consultants division, our advisors are focused on providing services that fulfill the retirement plan consulting and administrative needs of any size business. Their expertise in administration, consulting and designing is tailored to all aspects of retirement plans for small- to mid-size employers.

With years of experience in advising businesses on the design and administration of retirement plans, our advisors provide the best possible guidance and support to design and manage retirement plans that are most beneficial to business owners, officers and employees. They also provide education designed to help plan sponsors protect the tax-qualified status of a plan by ensuring that a company’s retirement plan is operating in compliance with all current pension laws and regulations.

To discover our full capabilities and experience our team’s attention to detail and commitment firsthand, please contact us for a complimentary, no-obligation consultation. It would be our honor to help you manage your wealth and simplify the complexity that accompanies affluence.

Independent Financial Partners
3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607-7200

P: (813) 341-0960
F: (813) 288-0701
E: [email protected]