Comprehensive wealth
management for families and
business owners
Retire confidently with a strategic, educational plan
As Seen In:
What are you hoping to achieve?
Everyone has a story. We want to hear yours.
Approach retirement with a
plan that factors in your
unique goals and
objectives.
Delegate your wealth
management to an
experienced professional
Reduce the amount of taxes
you pay to maximize
your income and estate
What we do
Spend time doing what you care about most,
and let us handle your wealth management
Now that you're getting closer to retirement, you need an expert to manage your money in a way that makes all your hard work pay off.
Our comprehensive Independence Wealth Blueprint™ plans are educational, strategic, and flexible, which gives you the ability to enjoy your life without worrying about your finances.
Client success stories
See how our comprehensive plans have helped others retire confidently
Making Work Optional
Mark and Jen, both successful professionals in their late-50s, wanted to take time to travel and enjoy life more but weren’t sure they wanted to completely stop working.
Business Owners in
Transition
Alex owned a successful business and as he and his wife, Linda, prepared for retirement they wanted an exit strategy that allowed Alex to benefit from his years of hard work building the business and to transition it to their son that had been working with Alex for the last five years.
Stay Retired
After diligently accumulating wealth through their working years, Troy and Diane wanted to start to benefit from the years of scrimping and saving to spend more with their four children and seven grandchildren.
Attend our Retire Well Workshop
When you attend the workshop, you’ll discover:
- How to protect yourself from the top 3 “retirement killers”: unexpected taxes, mismanaged social security, and underperforming investment vehicles.
- What you can do to safely and strategically max out your social security benefits and claim back as much of your hard-earned cash as possible.
- How to spot the difference between an investment that will keep paying off throughout your retirement and one that will underperform, dragging you back to the workforce.
Who we are
Our goal is to simplify your finances so you can enjoy
life to the fullest.
Independence Wealth was founded out of a desire to help others navigate their personal and financial decisions, no matter how big or small.
We want to get to know you so we can help you reach your goals, whether that be to help your grandkids pay for college, maintain your lifestyle in retirement, travel, or explore a new hobby.
Eric Nelson CFP®, CEPA
Why Independence Wealth?
Always:
- Independent Fiduciary Financial Advisor
- Customized Solutions Unique to your situation
- Disciplined Planning Approach
Never:
- Cookie cutter solutions
- Hidden conflicts of interest
- Charge hidden fees
Start the conversation
Schedule a consultation to learn about how we can help
Book a complimentary
consultation
Review your goals and
analyze your finances
Implement your plan,
and we'll monitor and
adjust as needed
7 Steps You Should Take
Before Retirement
The guide will offer you 7 simple steps to take prior to retirement so that you better understand where to focus your attention and what to do to prepare for a seamless transition into your post-career lifestyle.
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