Performance is our ultimate objective.

Let’s talk.

Ready to take charge of your company’s retirement portfolio? Contact us today to get started.

Disclosure Statement

Strategic Retirement Partners, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Currently, Strategic Retirement Partners, LLC handles most of its out of state clients via an exemption process. For more information, please read the ADV - Brochure and check the background of this firm on FINRA's BrokerCheck

.


Audit Proof Your Company’s 401(k) Plan!

It is highly probable that your company’s 401(k) plan will be subjected to audits conducted by the DOL and the Internal Revenue Service at some point in the future. If you are not 100% certain what documents you will need, download this free copy of our “Fiduciary Audit File Checklist” and be sure!