Ironwood Retirement Plan Consultants

 Ironwood Retirement Plan Consultants



The Mission of Ironwood Retirement Plan Consultants is to help people retire comfortably.


The values of Ironwood Retirement Plan Consultants are embodied in the model standards of exemplary professional conduct of the Society of Financial Service Professionals:


A member shall perform services in a manner that respects the interests of all those he/she serves, including clients, principals, partners, employees, and employers. A member shall disclose conflicts of interests in providing such services.

Fairness requires that a professional treat others as he/she would wish to be treated if in the other’s position. A professional also strives to avoid unfairness by inflicting no unnecessary harm on others and, when possible, shielding others from harm.


A member shall continually improve his/her professional knowledge, skill, and competence.

Professionalism starts with technical competence. The knowledge and skills held by a professional are of a high level, difficult to attain, and, therefore, not held by the general public. Competence not only includes the initial acquisition of this specialized knowledge and skill, but also requires continued learning and practice.


A member shall respect the confidentiality of any information entrusted to, or obtained in the course of, the member’s business or professional activities.

A financial service professional often gains access to client records and company information of a sensitive nature. Each Society member must maintain the highest level of confidentiality with regard to this information.


A member shall provide professional services with integrity and shall place the client’s interest above his/her own.

Integrity involves honesty and trust. A professional’s honesty and candor should not be subordinate to personal gain or advantage. To be dishonest with others is to use them for one’s own purposes.


A member shall act with patience, timeliness, and consistency in the fulfillment of his/her professional duties.

A professional works diligently. Knowledge and skill alone are not adequate. A professional must apply these attributes in a prompt and thorough manner in the service of others.


A member shall assist in raising professional standards in the financial services industry.

A member’s conduct in all matters shall reflect credit upon the financial services profession. A member has an obligation to cooperate with Society members, and other financial service professionals, to enhance and maintain the profession’s public image and to work together to improve the quality of services rendered.


A member shall assist in maintaining the integrity of the Society’s Code of Professional Responsibility and of the professional credentials held by all Society members.

Every professional has a responsibility to regulate itself. As such, every Society member holds a duty of abiding by his/her professional code of ethics. In addition, Society members have a duty to facilitate the enforcement of this Code of Professional Responsibility.