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 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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Five creative (and inexpensive) ideas for motivating your employees.
One way to find money is to examine your current spending habits and eliminate money wasters.
Knowing the rules may help you decide when to start benefits.
When to start? Should I continue to work? How can I maximize my benefit?
Four vacation destinations you might never have thought of.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial professional about changes in your situation.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how to set up your financial goals for success? This knight does.
Savvy investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.