How Can I Help?

EXIT:

• Determining whether the timing and sale proceeds meet your personal needs, reviewing impact of differing payment strategies to you
• Assisting you in orchestrating the specialist team necessary to affect your successful transition (strategy to fruition)
• Setting up and managing personalized post-business sale investment portfolio
• Reviewing and creating optimal retirement income flow in a tax-efficient manner
• Providing comprehensive Financial Planning, reviewing and/or incorporating estate planning

GROWTH:

• Attracting and maintaining employees
• Incentivizing and maintaining key employees
• Providing employee support to expand longevity of valued employees
• Providing corporate retirement plan services in a Fiduciary manner to lower business owner’s personal liability

ACQUISITION:

• Assisting in determining current and long term financial projections based upon specific terms of buy/sell
• Introducing strategies capable of assisting successor owner in incorporating pre-tax buy/sell funding strategies
• Structuring 401k and/or alternative retirement plans in a manner that is optimal for business owner(s) and employees
• Serving in a Fiduciary capacity allows employer to focus on topics necessary to help their business grow and succeed.

More About Erik and His Team

Erik is a seasoned, engaging individual with a wide range of depth and expertise. He formed RPS in 2004, and together with his team they:

• Maintain an unparalleled focus on taking the best care possible of each individual client they serve, including business owners, their businesses and employees.
• Leverage their cumulative 190+ years of financial industry experience to helping their clients define and achieve the success they desire.

With regard to professional credentials, Erik holds:

• Professional designations of AIF® (Accredited Investment Fiduciary), CRPS® (Chartered Retirement Plans Specialist) and PPC® (Professional Plans Consultant)
• Series 65 Registration as an Investment Adviser Representative
• Series 7 General Securities Representative and Series 26 Principal Registration with FINRA (Financial Industry Regulatory Authority, Inc.)

Among the most helpful additional comments to share relative to Erik include:

• The ease of communicating with him, his interest and ability to listen to and understand client’s goals and needs, and ability to share his insights in clear and succinct manners
• His genuine care for people as individuals and sincere interest in dedicating his and his team’s expertise to assist each client in achieving the success he/she desires
• His ability to conceptualize and optimally structure varying aspects of business operations and transition plans with the personal finances of his clients

Disclosure language on the bottom: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Retirement Plan Solutions are not affiliated.