ADVISORS

347+

BILLIONS AUA

$76+

PLANS

5,100+

PARTICIPANTS

1.1MM+

Who We Are

Global Retirement Partners (GRP) is a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and individual investors. This approach is built on an incredibly strong partnership between the Global Retirement Partners’ leadership team and the retirement advisors. GRP understands the power of an open-architecture environment and the value of a retirement planning advisor — and are dedicated to positioning Global Retirement Partners as an innovator in participant advice. The leadership team is rounded out with industry veterans with years of industry and regulatory experience, operational management, and innovative technology and program development.

 

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

What We Do

Global Retirement Partners is committed to driving the retirement plan industry forward, providing specialized resources for retirement advisors. Global Retirement Partners is bringing together experienced retirement plan advisors from across the country to help plan sponsors manage their obligations and provide broad-based benefits while helping plan participants and individual investors work toward their dreams. GRP’s mission is to provide unparalleled support to advisors specializing in the servicing of retirement plans. By creating a streamlined and precise operational environment, we enable a smooth transition into our practice, a community of like-minded professionals, top-notch compliance support and efficient fee processing.

Global Retirement Partners provides retirement plan consulting rooted in objective advice, a deep understanding of current regulatory environment, and a thorough understanding of each plan sponsor’s and participant’s needs. Global Retirement Partners employs comprehensive retirement planning technology and analytics to address client needs. A day in and day out commitment to plan sponsors, retirement planning, advisors, plan participants, and innovation drives Global Retirement Partners.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

 

Investments

Investments can play a key role in your financial plan. A mix of savings can help you pursue your goals.

 

Insurance

Insurance is essential to many comprehensive financial plans. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.