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!
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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
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.