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IFP Welcomes You to Adivzr

WorkPlace: A Financial Wellness & Planning Solution

Drive Value. Grow Your Practice.

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For More Information:
Zachary Koch [AIF, CRPS]
(813) 314-2290
Your Advizr Representative:
Jacqueline Farmer
(616) 821-7218

Why Add WorkPlace Financial
Wellness To Your Practice?

Drive Value to Your Plan Sponsors

The IFP / Advizr partnership provides you access to wellness content, marketing campaigns, and comprehensive financial planning technology to diversify you practice beyond retirement, while deepening relationships with your clientele.

Learn more from our CEO, Bill Hamm on financial wellness and WorkPlace. READ

Build Your Practice

As a WorkPlace advisor, you have access to the Advizr portal, complete with comprehensive data analytics, a dashboard displaying all of your active and inquiring participants’ contact details, as well as your opportunities for asset growth and insurance gap fulfillment.

Advizr works directly with the IFP team to make data, billing and support simple and stress-free for your practice.

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About Wistia

Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser.
Independent Financial Partners and Canary Wealth Strategies are separate entities.

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