Start the conversation

You deserve to feel confident about your finances. We can help you get there.

Does this sound like you?

Every client is different, but most of our clients:

Want a financial plan
aligned with their goals as
they approach retirement

Are aged 55-65 years old
and have been diligent
savers throughout their
career

Want a financial partner so
they can spend time doing
what they love with those
they love

Our process

A no-pressure, personal approach to get to know each other

Introductory Call

Book a complimentary consultation

The first step in the process is an introductory call to learn more about each other. This is where we get a general idea of where you’re at today and what’s on your mind. We’ll also share our experience and process. You will walk away from the call armed with the information you need to decide if we are a good fit for your needs.

Schedule A Consultation

Independence Wealth Blueprint Presentation

Review your goals and analyze your finances

If we’ve both decided we’re a good fit after our intro call, this is our first working meeting. You will receive a simple checklist of what information to gather before this meeting. We’ll get a clearer picture of your current financial situation and dig into the questions that brought you to us in the first place.

Discovery Meeting

Implement your plan

This is where we give you observati ons and ideas to consider relative to your current situation and plans for the future. You will walk away from the meeting with the full picture of how we will work together. When you are ready, we can schedule the next visit to sign forms and get started.

Start the process
with us

Have more questions? We’ve got
you covered

What is a CFP?

A Certified Financial Planner (CFP) is a designation for advisors and other professionals in the financial field. CFPs must have a certain amount of experience, pass a rigorous exam, and commit to ongoing financial education. We support and advise our clients on topics like retirement, investments, tax planning, and risk management.

What makes Independence Wealth a good fit for me?

We work best with successful families and business owners who are approaching retirement and are striving optimize their wealth in retirement. If you are looking for a personal, relaxed, and educational approach to wealth management, we could be a great fit for you! We aim to save you time and reduce your stress as you navigate your financial opportunities.

How often will we meet when I'm a client?

We will have two pre-scheduled proactive meetings per year and are always available to meet as needed between those meetings if you have any questions or need to make an adjustment to your plan.

How do you keep my money safe?

Fidelity Investments operates a major brokerage firm. Through its subsidiary, National Financial Services LLC, Fidelity Investments provides services to its correspondent broker-dealers, institutional investment firms, banks and trusts, family offices, and registered investment advisors including brokerage clearing and back office support and a suite of software products for financial services firms. As of 2023, National Financial has over 45 million brokerage accounts with over $4.5 Trillion in AUM and nearly $12 Trillion in AUA.

What is a CEPA?

A Certified Exit Planning Advisor (CEPA) specializes in helping business owners develop and execute a plan to exit their business. The CEPA designation is awarded by the Exit Planning Institute after completing a rigorous training program and passing an exam.

What does it mean to be a fiduciary?

A fiduciary advisor is a financial professional who is legally and ethically bound to act in the interests of their clients. As fiduciary advisors, we must prioritize the needs of our clients above our own needs.

Where are you located? Can we meet in person?

We are happy to meet virtually with clients located across the nation. However, we are also happy to meet with any local clients at our office in Voorhees, New Jersey.

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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