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We Offer Both Defined Contribution and Defined Benefits Packages:

  • 401(k) & profit-sharing for commercial clients
  • 403(b) for non-profit organizations
  • 457 plans for municipal governments
  • IRA's & Roth IRA's
  • Municipal Pension Plans
  • Traditional Pension Plans

Our clients are plan trustees and their employees - each with their own financial goals and aspirations. That's why we develop Customized Investment Plans for every client. The Customized Investment Plan is the road map to arrive at the financial destination we've defined through out goal-oriented evaluations and consultation.

Each Customized Investment Plan answers the following questions:

  1. What are your investment needs, goals, and timelines?
  2. What level of risk can you accept?
  3. How diverse should your assets be?

InR's significant experience in defined benefit pensions, as well as investment advisory services, ensures that our clients' get the utmost in full-service plan management. It's all part of our customized approach.

"InR has been a supportive resource for our employees in planning for their futures. We encourage discussion with InR as part of our employees in developing a retirement program that is right for their particular situation. InR has also been a helpful resource for management in keeping us up to date on the latest trends in 401(k) program development."
Ginger, Omega Design

115 W. State St. Suite 300 Media, PA 19063 1-877-InR-1733 P: 610-891-1677 F: 610-891-1679

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, InR Advisory Services, LLC., a Registered Investment Advisor. Cambridge and InR are not affiliated.