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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Introducing the 530A Accounts
An article explaining 530A Accounts.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Retirement Seen Through Your Eyes
What's your vision of retirement?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators 
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?




