Next Steps?
Create your first goal and we’ll review it together.
Start Your Plan
Comprehensive Wealth Planning
As a fiduciary, SITREP Financial integrates investment, tax, insurance, and estate strategies to align every financial decision with your objectives — for individuals, families, and business owners.
Investment Management
Custom portfolios designed for various goals which include value, growth, income, and disciplined risk alignment.
Retirement Planning
Strategies for qualified and non-qualified accounts — IRAs, 401(k)s, SEP, and SIMPLE plans. We also design annuity-based income strategies to create predictable retirement cash flow.
Business Owner Strategies
Plan design, executive benefits, and business annuity solutions for growth and retention. We help owners align compensation, protection, and succession strategies to strengthen long-term value.
Tax & Cash Flow Efficiency
Tax-smart withdrawals, Roth conversions, and charitable giving strategies that enhance after-tax returns.
Estate & Legacy Planning
Collaboration with your attorney and CPA to ensure your assets transfer with clarity and purpose.
Insurance & Risk Management
Comprehensive protection including life, disability, and long-term care coverage solutions.
Fee-Based Advisory Services
Our fiduciary guidance is powered by customizable investment models from the IFP Asset Management Team and implemented through leading custodians such as Charles Schwab, Fidelity, and Pershing LLC.
- Comprehensive Financial Planning
- Retirement Income Strategies & 401(k) Rollovers
- Investment Management & Portfolio Design
- Tax-Efficient Withdrawal and Distribution Planning
- Estate Planning Review & Coordination
Advisory services offered through IFP Advisors, LLC, a Registered Investment Advisor. Charles Schwab & Co., Fidelity Investments, and Pershing LLC are independent third-party custodians and are not affiliated with SITREP Financial or Independent Financial Partners (IFP).
Brokerage & Investment Access
For clients who prefer transactional flexibility, our brokerage platform provides a wide range of investment opportunities.
- Mutual Funds, ETFs, and Equities
- Government, Corporate, and Municipal Bonds
- Structured Notes & Alternative Products
Brokerage services offered through IFP Securities, LLC, Member FINRA/SIPC.
Insurance & Protection Solutions
Insurance is a crucial element of your overall financial readiness — safeguarding the mission in case the unexpected occurs.
- Life Insurance — Term & Permanent
- Disability & Long-Term Care Coverage
- Fixed & Variable Annuities
Insurance products are offered through IFP Insurance Group, LLC.