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Independence Wealth

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What We Do

Comprehensive wealth management solutions to help you stay on track into retirement

What's important to you?

You have questions and concerns about your financial future. We want to help you
feel confident about your wealth management plan.

When can I retire and achieve the lifestyle I want?

Is my money invested wisely and in a tax-efficient way?

Are my investments appropriate for the retirement I want?

What do I do with my business as I prepare for retirement?

Our wealth management services

We take care of every aspect of your finances with a
personalized and holistic plan that will evolve as you do.
Retirement Planning
  • Increase the likelihood of your retirement success
  • Develop a cohesive investment strategy to reduce risk and improve returns
  • Turn your retirement savings into a reliable stream of income

Retirement Planning

We understand that retirement is a highly individualized journey. Our Retirement Planning Services are designed to provide you with guidance, strategies, and a personalized retirement road map that helps you balance growth and security to support you and your loved ones. Whether you're just beginning your retirement journey or seeking to enhance your existing plan, we're here to guide you every step of the way.

Investment Management
  • Keep investment costs low
  • Tailor evidence-based investments to your specific goals
  • Maximize tax-efficiencies with your investments

Investment Management

Our approach to investment management is characterized by a commitment to evidence-based strategies, thoughtful diversification, and a focus on maximizing your long-term returns.

Tax Planning
  • Analyze your annual tax returns
  • Coordinate and time your income streams for tax efficiency
  • Minimize your tax exposure with asset location
  • Explore your Roth conversion opportunities

Tax Planning

Retirement should be a time of relaxation, fulfillment, and peace of mind, not a time of worrying about taxes. We specialize in personalized tax planning for retirees by designing plans that maximize your retirement income and minimize your tax liabilities by reviewing your account withdrawals, Social Security benefits, and other income sources. 

Estate Planning
  • Coordinate with your estate planning attorney to ensure your assets are transferred in the manner you desire
  • Properly title accounts and beneficiaries so your wishes can be laid out properly
  • Recommend professionals from my network to help simplify your estate plan

Estate Planning

We understand that securing your legacy and ensuring your loved ones are well taken care of is a top priority. We will structure an estate plan that minimizes potential tax liabilities and ensures your assets are distributed according to your wishes. From healthcare to charitable giving and asset protection, we’ll incorporate everything you need so you leave the legacy you want. 

Retirement Income
  • Turn your nest egg into a reliable stream of income
  • Plan to collect Social Security in a manner that is customized to your specific situation
  • Understand how your various income sources most efficiently fit into your plan

Retirement Income

Our retirement income services are designed to provide you with a secure and enjoyable retirement by optimizing your income streams. Make the most of your assets, such as rental income, healthcare and insurance, Social Security benefits, a pension, 401(k)s, and IRAs to ensure you have the financial stability and peace of mind you deserve throughout retirement. 

Business Exit Strategies
  • Understand your wealth, profit, and value gaps
  • Implement customized strategies to maximize your tax savings
  • Craft a plan to transition away from the day-to-day challenges of running a business

Business Exit Strategies

We understand that every successful business journey eventually leads to a critical decision point - the exit strategy. Whether you're a seasoned entrepreneur looking to retire or a visionary founder seeking new challenges, our business exit strategies services are tailored to help you navigate this crucial phase with confidence.

It's time to feel confident
about your finances

Schedule a consultation with us to learn more about how our
comprehensive services can be customized to meet your unique needs

Start The Conversation

Who We Help

See how our services have helped others retire confidently

Making Work Optional

View Success Story

Business Owners in
Transition

View Success Story

Stay Retired

View Success Story

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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Get In Touch

Info@Independence-Wealth.Com

(856) 229-9295

221 Laurel Road, Suite 180,
Voorhees, NJ 08043

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Certified Financial Planner

Independence Wealth Advisory Services LLC (“IWAS”) is a registered investment adviser offering advisory services in the State of New Jersey and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of IWAS, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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