Sheridan Road Financial Welcomed The Plan Sponsor University (“TPSU”) to Nashville on September 2nd at Vanderbilt

Sheridan Road Financial Chief Executive Officer, Daniel Bryant, was The Plan Sponsor University Adjunct Lecturer at Vanderbilt University on September 2nd.

Independent Financial Partners Plan Advisors Advocates for Retirement Plans on Capitol Hill

Two members of IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser, were selected as delegates to the National Association of Plan Advisors’ (NAPA) D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors, July 21-22.

Improving the ROI on your Non-Qualified Deferred Compensation Plan

How to Effectively Use Your NQ Plan to Gain a Competitive Advantage in Today’s Marketplace.

Professional Security Plan

What is the Professional Security Plan (“PSP”) ? A tax-efficient wealth accumulation vehicle tailored specifically for executives of S-corporations, partnerships, and not-for-profit entities. It offers the opportunity for tax-deferred investments […]

Wealth Preservation

Sheridan Road assists in protecting executives’ income and assets in the event of a prolonged illness or injury.

Wealth Accumulation

Sheridan Road assists employers and key employees accumulate assets in order to adequately replace income in retirement. Retirement income solutions include: non qualified deferred compensation plans, supplemental executive retirement plan, […]