U.S. Retirement Partners is an independent national financial services firm specializing in public school, governmental, and not-for-profit employee benefits plans and employer-sponsored retirement plans.
U.S. Retirement Partners (USRP) was founded by an experienced group of retirement industry professionals with a specialized expertise in employee benefits and multiple retirement plan markets, including 403(b), 457(b), 401(k), and 401(a).
From the very beginning, USRP has taken a strategic approach to the retirement planning and benefits industry by providing top-tier independent retirement planning and benefits Partner Firms with resources typically reserved for large national firms.
In turn, USRP’s regional Partner Firms empower their skilled Advisors with the necessary tools and support to offer outstanding solutions and services to more than one million clients across the country.
One of the many benefits of our partnership approach to business is the vast skills and expertise that we have acquired by teaming with top-talent firms across the country. We provide our clients and employers with guidance, strategy, and additional services surrounding:
- Individual Retirement Counseling
- Financial Planning for Retirement
- 403(b), 457(b), 401(k), and 401(a) Retirement Plans
- Investment Accounts (IRAs, mutual funds)
- Life Insurance
- Long-term Care
- College Savings Plans
- FICA Alternative Plans
- Special Pay Plans
- Employee Education
- Financial Wellness