When Do You Need a Will? Working With A Financial Professional Top 5 Things to Tell Your Financial Pro
Agent Photo

Welcome to

Independence Financial Consultants


Is your financial life in order?

Are you on your way to meeting your goals and maintaining your values?

If your answer is anything but yes, maybe you don’t have a sound, sensible financial plan.

Ongoing comprehensive financial planning, tailored to your specific needs, can make the difference between hoping, and knowing that you’re making the right decisions.

Backed by long years of experience, Independence Financial Consultants has the goal of guiding business owners, executives and other professionals to correcting, and more importantly, potentially preventing financial mistakes. To save clients time and money, we coordinate advice with your team of professional advisors, and objectively guide you through the vast array of financial products available. Independence Financial Consultants has the knowledge, resources and dedication to create plans for making your dreams, for today and tomorrow, come true. We never forget it’s your money and your life in the balance!

 

For Small Business Owners

For Executives

For Other Professionals

Working in an increasingly complex economic environment, small business owners must respond to the multiple challenges of running a business, supporting a family and looking to the future. With years of hands-on experience with large, medium and small businesses, Independence Financial Consultants is uniquely positioned to guide business owners through the complexities of business growth and protection, succession and tax planning, cash flow, and employee relationships.


Balancing responsibilities to your firm and family is never easy. To help executives meet the unique challenges they face, Independence Financial Consultants provides guidance on such topics as executive bonuses and compensation, qualified and non-qualified compensation plans, stock options, estate and tax planning, and the many other considerations pertinent to business leaders who aren’t self-employed.


For other career-minded individuals, balancing work and family responsibilities isn’t easy either, particularly in times of economic uncertainty. To help professionals meet the unique challenges they face, Independence Financial Consultants provides guidance on such topics as cash flow and debt management, optimal use of employee benefit plans, job and employer changes, retirement, tax and estate planning.



Helpful Content

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Buying a Home

Buying a Home

A look at what you need to think about when buying a home.

 

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

View all articles arrow

College Savings

See how much you may need to save now to cover future college costs for your child.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

View all calculators arrow

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Rightsizing for Retirement

What does your home really cost?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow