Our trademarked Pillar of Retirement works for each phase of life: Accumulation, Distribution and Legacy


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Independent Retirement Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

Our Services:

Income Planning

Retirement income strategies

Annuities

IRA & 401(k) rollovers

Investment Advisory Services offered by our Partner Company, InPower Practice.

Tax planning

Tax efficient strategies for all three phases of life: Accumulation, Distribution and Legacy

Health Care Planning

Individual and Group Health, Medicare Supplement, Medicare Advantage and Prescription Drug Insurance

Critical Illness, Hospital Indemnity, Dental, Vision and Hearing

Disability and Income Replacement

Long Term, Short Term and Home Health Care Insurance

Business planning

Retirement Plans - offered through our partners, InPower Practice

Group Benefits

Business Continuation and Key Employee Planning

Cost Effective Employee Workshops

Legacy Planning

Probate Avoidance

Charitable Giving

Estate Planning

Life Insurance and Trust Funding

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
IRA & 401(k) Rollovers
IRA Legacy Planning
 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 920.882.1819

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