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UN SOCIO DE STRATEGIC WEALTH

Planifique sus Finanzas con Propósito

Ahora como parte de Strategic Wealth Partners, combinamos la experiencia local en retiro con una suite nacional de servicios de asesoría de patrimonio y transición.

Multi-generational family smiling and talking together in a bright, modern living room with coastal views, symbolizing long-term financial security and purpose-driven planning.

Multi-generational family smiling and talking together in a bright, modern living room with coastal views, symbolizing long-term financial security and purpose-driven planning.

Cuadros de Valor

Retiro Corporativo

Diseñe, implemente y gestione programas de retiro enfocados en el cumplimiento fiduciario para su organización.

Gestión dePatrimonio

Diseñe, implemente y gestione programas de retiro enfocados en el cumplimiento fiduciario para su organización.

Transición de Negocios

Diseñe, implemente y gestione programas de retiro enfocados en el cumplimiento fiduciario para su organización.

A mature couple walking along a serene beach at sunset, representing the financial freedom and economic well-being achieved through Retirement Partner Advisors' strategic planning.

A younger woman warmly embracing an elderly woman in a living room, symbolizing the multi-generational support and peace of mind provided by Retirement Partner Advisors' wealth management strategies.

Sobre Nosotros

Su Visión. Nuestra Estrategia. Un Futuro Seguro.

Retirement Partner Advisors diseña hojas de ruta financieras personalizadas para familias y organizaciones. Brindamos la supervisión fiduciaria y la orientación experta necesarias para lograr el bienestar económico. Respaldados por Strategic Wealth Partners, combinamos el conocimiento boutique con el alcance nacional para mejorar sus resultados de retiro

Liderazgo y Experiencia

Conozca a sus Socios

Sean Orick, AIF®, CPFA

Socio - St. Petersburg, Florida

Socio especializado en la debida diligencia procedimental y programas de retiro ERISA.

1-800-985-3229, ext. 102

Javier Cordero, AIF®, PPC®, CPFA

Socio - San Juan, Puerto Rico

Socio especializado en planes de retiro en Puerto Rico y gestión de patrimonio individual.

1-800-985-3229

CONÉCTESE CON NOSOTROS

Empiece a Planificar con Intención.

Ya sea que esté optimizando un plan corporativo o protegiendo su legado familiar, estamos aquí para brindarle la estrategia que necesita.

Privacy Policy

We value the trust our clients have placed in us and are committed to the responsible management, use, and protection of their personal information. Please take a moment to review this Privacy Notice to learn how we protect your information and use it to service your account(s).

Information We Collect From You

Resources Investment Advisors, LLC (“Resources”) collects personal information about its customers to help it serve their financial needs, process transactions in their account(s), provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Resources collects information about its customers from the following sources:

information provided to us, our affiliates, or our investment advisor representatives by our customers (such as on account applications and related forms, in discussions with our employees and advisor representatives, or through our website).
information gathered from our internal files regarding the customer’s transaction history with us (such as products or services purchased, account balances, trading history, and payment history), as well as that provided by information service companies and consumer reporting agencies (such as transactions or credit relationships with unaffiliated third parties).
information provided by other unaffiliated third parties, including employers, associations, retirement plan benefit sponsors, and other institutions, if the customer transfers positions or funds to us.

This information may include “nonpublic, personal information,” which means information that is not readily known or accessible in the public realm, such as the customer’s social security number, birth date, net worth, assets, income, and medical information (if applying for insurance), as well as the fact that the customer has an account with us.

Sharing Information

Pursuant to federal law, we may not disclose a customer’s nonpublic personal information without his/her prior consent, unless the disclosure is needed to:

provide the services requested by the customer, including:
clearing, transferring, confirming, or reconciling transactions in the customer’s account(s); and
providing statements or other records regarding the status or value of the customer’s account(s);
provide the customer with marketing materials regarding our products and/or services, as well as those offered pursuant to joint agreements with our affiliates or non-affiliated third parties, so long as all parties offering the products and/or services have agreed, in writing, to protect the confidentiality of the customer’s information and to not use it for any other purpose;
enforce any of our rights, including the collection of any fees or other payments due;
provide any of Resources’ affiliates with information regarding our operations, or as reasonably required pursuant to the proposed or actual sale, merger, transfer, or exchange of all, or a portion of, our business;
comply with the request or requirements of regulatory and/or law enforcement organizations;
respond to a subpoena or discovery request; or
provide disclosures as otherwise permitted or required by law.

We may provide such information to Resources’ affiliates and/or unaffiliated financial or non-financial services providers (such as insurance companies, mutual fund companies, banks, investment firms, third-party administrators, clearing firms, and other third parties who assist us in providing account maintenance or customer service) as necessary pursuant to the exceptions listed above.

We do not sell, share, or disclose your nonpublic personal information to unaffiliated third-party marketing companies.

Opting Out

Customers may request that we not disclose their nonpublic, personal information for any reason – other than one of the exceptions listed above.

For example, if an investment advisor representative who has serviced your account(s) terminates his/her registration with Resources, we may permit the advisor representative to share your contact information (name, address, phone number, email address, and account titles) with his/her new firm and use it to contact you for the purpose of requesting your permission to transfer your account(s) to that new firm. In that event, neither the investment advisor representative nor his/her new firm would be permitted to use your contact information for any other purpose or to obtain any other information regarding your accounts without your express written consent. However, because the disclosure of your contact information to an advisor representative’s new firm is not covered by any of the exceptions listed above, you have a right to request that we not disclose your information for this purpose.

To request that we not disclose your information for this or any purpose (other than those covered under the exceptions listed under “Sharing Information,” above), please call us at 913-338-5300. If we do not receive such a request from you within thirty (30) days of you opening an account, contracting for services, or receiving our annual privacy notice, we have the right to assume you do not object to the disclosure of your information for any reason permitted by federal law until you notify us to the contrary. (Please note that the laws of certain states may impose additional restrictions upon the disclosure of customers’ confidential information.)

Safeguarding Information

Resources recognizes the need to prevent unauthorized access to the information we collect, including information held in electronic format. Resources authorizes access to your nonpublic personal information only to personnel who need that information to serve you. We maintain physical, electronic, and procedural safeguards regarding your nonpublic, personal information to ensure that we comply with our own policy, industry practices, and federal and state regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Questions

You do not have to contact us to benefit from our privacy protections; they apply automatically to all of our customers and former customers. If you have any questions after reading this privacy policy, we encourage you to contact your advisor or to write to Resources Investment Advisors, LLC; 4860 College Blvd., Suite 100; Overland Park, Kansas 66211.

Terms & Conditions

Please read this Agreement carefully before using this website. By accessing or using the website, you agree to be bound by the terms and conditions set forth in this Agreement. If you do not wish to be bound by these terms and conditions, you may not use this website for any purpose. Retirement Partner Advisors (RPA) may modify this Agreement at any time, and such modifications shall be effective immediately upon posting. Therefore, you also agree to review the Agreement periodically to be aware of such modifications, and your continued access or use of the website shall be deemed your conclusive acceptance of any modified terms.

Not an Offer of Investment or Legal Advice
Information on this website may not be considered a solicitation to buy or an offer to sell any security (including without limitation stocks, bonds, mutual funds, exchange traded funds, etc.). Therefore, visitors to this website should not assume that any information presented and/or made available herein serves as the receipt of, or a substitute for, personalized individual advice from an investment professional. In addition, while information contained on the website may refer or touch upon legal or tax concepts, nothing on this website is intended, or should be relied upon, as legal or tax advice.

Any information or interactive calculators made available on this website are provided as self-help tools for your independent use and are not intended to provide investment advice. RPA cannot and does not guarantee the applicability or accuracy of these tools to your individual circumstances. Any examples provided on this website are hypothetical and are for illustrative purposes only. To the extent that anyone utilizes any calculator or similar device contained within, or linked to, this website, they should understand the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever as, the receipt of, or a substitute for, personalized individual advice from an investment professional. Instead, clients may only obtain personalized individual investment advice from RPA by contacting one of its advisors and providing detailed information regarding their personal circumstances.

Investment Risks
Investing in securities involves risk, including the risk of loss, and there is no guaranty that a specific investment or investment strategy referenced in this website will either be suitable or profitable for a specific visitor to this website. Investments will fluctuate in value and may be worth more or less than the original investment. Investors should consider the investment objectives, risks, and expenses of a security carefully before investing. Before investing in a security, request and review its prospectus or consult with an investment professional.

Past performance may not be indicative of future results. Therefore, visitors to this website should not assume that the future performance of any specific investment or investment strategy referenced directly or indirectly on this website will be profitable or equal to any particular performance level.

Disclaimer
RPA is providing the information on this website on an “as-is” basis and, to the fullest extent permitted by applicable law, RPA disclaims all warranties, express or implied (including but not limited to implied warranties of merchantability and fitness for a particular purpose), regarding this website, including without limitation warranties related to the operation of the site, the information, content, materials, and services described therein, and any information or applications submitted through the website. Without limiting the foregoing, RPA does not warrant that this website or any of its functions will be uninterrupted or error-free, that defects will be corrected, or that the website is free of viruses or other harmful components. RPA also does not warrant or make any representations regarding the use of the materials on the website or the services described therein.

Any links to other websites do not imply endorsement by RPA, and RPA is not responsible for the content of any linked site. If you choose to access any sites through this website, you do so at your own risk. In addition, articles included on this website may contain third-party data and, while RPA believes this information is accurate and reliable, it is not responsible for confirming the accuracy of any such data.

Copyright
Unless otherwise noted, all site design, text, code, graphics, and interfaces, and the selection and arrangements thereof, on this website are the property of RPA, its respective partners and clients, or third parties who have specifically granted use of such materials to RPA and are protected by U.S. and other international copyright laws. All rights reserved.

Prior permission to use, reproduce, or reprint any photograph, illustration, artwork, or other material on this website must be obtained from RPA, regardless of the intended use. Any unauthorized use of the materials appearing on this website may be a violation of copyright, trademark, and other applicable laws and could result in criminal or civil penalties.

Compliance with Laws
By accessing this website, you agree to comply with all applicable laws, statutes, ordinances, and regulations regarding your use of this website and your use of the services described herein.

Miscellaneous
If any provision of this Agreement shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from this Agreement and shall not affect the validity and enforceability of any remaining provisions.