True North Retirement Partners-Raymond James Chicago - Similar companies

Brian Lampsa founded True North Retirement Partners to help resolve the problems he encountered while assisting individuals p ... lanning for retirement. He noticed that many who participated in their employers’ corporate retirement plans did not regularly review their accounts, had no idea if they were on track to meet their goals, and did not fully understand the risk/reward proposition, or even the basics of investing. Brian decided to build an advisory practice that kept the focus where it belonged – on retirement plan sponsors and participants. With complete independence and full fee disclosure, True North Retirement Partners today serves as a trusted partner and guide to plan fiduciaries to fulfill their mission of providing high-quality retirement plans to help employees reach their goals. As the corporate retirement plan portion of the practice grew, a significant number of plan participants and corporate executives asked for help with their personal financial matters and individual portfolios. Today, we are proud to offer personal financial planning as well, managing money for select individuals and families in fee-based discretionary accounts. **Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm read more