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The Plan Advocate


Imagine the gears and cogs in any modern day machine. Be it a car, a bike, or a clock, the most important thing is that all the gears work together to produce the desired effect.

The Plan Advocate at Independence Square Advisors approaches your corporate retirement plan in a similar manner. We strive to minimize a plan sponsor’s efforts in running a successful retirement program by helping ensure all the gears are running smoothly, including fiduciary liabilities, financial wellness programs, and plan implementation.

Our streamlined and defined process strives to make developing and sponsoring a retirement plan as stress-free and effective as possible.  Contact us today to start crafting a retirement plan you and your employees can feel confident in. 

The Plan Advocate Brochure