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



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The Basics of Medicare

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Things to consider before retirement.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

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

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

Simple 401k

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

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Estimate how much home may fit within your budget based on income and expenses.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

It Was the Best of Times, It Was the Worst of Times

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Learn about cyber liability insurance in this entertaining video.

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The average retirement lasts for 18 years. What will you do with your days?

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