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What We Do

The IBP Model™

Many business owners struggle to balance their retirement plans, employee benefit programs, and their own personal finances. They often have multiple advisors handling the three pillars of their finances. Ultimately, they end up frustrated, overwhelmed, and overworked.

Their businesses run their lives.

However, it does not have to be that way.

What if you had a self-managing company, and your business and personal finances were secure even in your absence?

That is exactly why we developed the IBP Model™, to help entrepreneurial business owners create self-managing companies.

It begins with three main components.

  1. Employer Sponsored Retirement Plans
  2. Worksite Benefits
  3. Wealth Management

Each main component has 3 primary drivers.


Employer Sponsored Retirement Plans:

Payroll Integration

Using technology to simplify the complex day to day administration of your company sponsored retirement plan.

Fiduciary Services 3(21) & 3(38)

Our advisors serve as 3(21) or 3(38) fiduciaries, providing expertise, peace of mind, and potential liability mitigation.

Participant Outcomes

We design, customize, and manage your plan to help your participants reach their retirement goals.

 

Worksite Benefits:

Professional Compensation Programs

We model creative benefit packages that allow you to attract and retain top talent.

Group Insurance

We build comprehensive and affordable group benefit programs.

Executive Financial Planning

Employer sponsored fee based financial planning provides objective advice for key employees helping reduce financial stress and redirecting focus to their future.

 

Wealth Management:

Financial Position

We use a unique model for managing personal finance, which turns the financial junk drawer into an organized and cohesive system.  View your entire financial world in a single glance, gaining confidence and clarity.

Accumulation & Decumulation

Creating wealth is only half the battle.  Ensure you keep as much as possible with our innovative distribution strategies.

Protection

We aspire to align you with the best insurance solutions to protect your wellbeing, assets, and legacy.

What if instead of feeling frustrated, you felt you were privy to leading edge guidance and financial solutions?

What if you transitioned from feeling overwhelmed to discovering confidence and clarity?

And finally, what if you moved away from being overworked, and found freedom of time, money, relationship, and purpose?

Each piece of the model works in tandem to leverage your entire financial position, making the coordination a straightforward and uncomplicated process.

We call this process The Journey to Financial Security™.

The Integrity Benefit Partners process is designed to deliver entrepreneurs and professionals financial security in life and business.

  1. Discover & Fact Find
    1. About Us
    2. About You
    3. Expectations
    4. The IBP Model™
  2. Analyze & Recommend
    1. Identify Need
    2. Recommend Solutions
    3. Solve Problem
  3. Take Action
    1. Decide
    2. Commit
    3. Implement
  4. Confidence & Clarity
    1. Ongoing Service
    2. Check-In Calls
    3. Investment Strategy
    4. Life & Goal Updates
    5. Plan Adjustments
    6. Introductions


Schedule your free, no obligation discovery call with one of our advisors, today.

Schedule Here