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401(K), QUALIFIED & NON-QUALIFIED CORPORATE & TRIBAL PLANS

Pantheon oculus

photo by Taylor at the Pantheon

Fiduciary Advisor
​
  • 3(21) & 3(38) Investment Fiduciary
  • 401(k) & 403(b) Non-Profit
    • ERISA
    • Tribal Non-ERISA Governmental
  • Non-Qualified Deferred Compensation Executive Plans
  • Minor & Elder Trusts (Per Cap Deferred Benefit Plans)

​P.O. Box 97

Ramona, CA 92065

 

1-800-520-4461​​

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Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Jones Advisor are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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Insurance products and services offered through Cavalier Associates. Independent Financial Partners is a separate entity from Jones Advisor and is unaffiliated with Cavalier Associates.

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