At Risen Son Financial, we are accountable to you and your plan participants – putting your interests first. Locally based in the Greater Tampa Bay Area of Florida and loyally serving clients nationwide, we hold ourselves to the highest standards in financial advisory and fiduciary services. Consider us your trustworthy partner for corporate retirement planning, pension plans, 401(k) / 403(b) solutions, vendor searches, investments, and product offerings to benefit you and your plan participants.
OUR MISSION
Risen Son Financial strives to help employers reduce the cost of their retirement plans and the liability of their responsibilities by naming ourselves as fiduciaries to the plan and participants. We believe this builds the foundation to help employees reach their ideal financial future, through one-on-one education, risk analysis, and financial planning.
Welcome To Risen Son Financial
Your Retirement Plan Partners and Investment Fiduciary
Evaluating Costs and Analyzing Risks
The Department of Labor requires a retirement plan to pay only reasonable fees (both in cost and value received). As an Accredited Investment Fiduciary (AIF), we help you evaluate plan costs, reduce risks, and monitor performance. Learn more about What We Do for you at Risen Son Financial.
Systematic Processes and Investments
Through the leadership of Kevin Donahue, CRPC ®, AIF®, our clients, ranging from small businesses to national corporations, entrust us with multi-million-dollar assets. Our Processes are designed to be effective … whether your company needs a cost-effective retirement plan or large-scale management of 401(k) investments.
Fiduciary Advice &
Cost-Effective Solutions
Are you looking for fiduciary advice and cost-effective solutions for your business? Contact Risen Son Financial today for more information about retirement planning.
What's Your Risk Number?
We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. What’s your probability of retiring comfortably? Let’s find out.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
IFP and RISEN SON FINANCIAL LLC are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice flied, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
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