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Services

Investment Management
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that scare some investors.
Financial Planning

The Independence Wealth Blueprint™ is a comprehensive evaluation of a families current and future financial state by using current known variables to predict future income, asset values and withdrawal plans. At Independence Wealth we are fiduciary financial planners.

Tax Efficient Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Retirement Income Planning
A retirement income plan is a year by year timeline that shows you where your retirement income will come from. The income plan will consist of your social security, pension, annuity income, rental income, as well as investment income. Everyone has different income needs and no two plans are ever the same.
Social Security and Pension Planning
Where will your retirement income come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Insurance Planning
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.