Offering Business Solutions from our Offices in Rhode Island, Massachusetts, and Connecticut

Owning a business is one of the most common paths to financial independence.

If you own a successful business, you know the meaning of hard work and what satisfaction truly feels like. Independence Financial Partners does a great deal of work implementing strategies for businesses that have been very helpful to our clients, including:

Business Retirement Planning Services

Independence Financial Partners has been helping companies establish retirement plans for their employees for over 40 years. We bring industry leading resources, technology, strategies and systems needed to equip plan sponsors with the knowledge required to stay compliant, reduce costs, and gain the benefit of higher plan performance.

Attracting and Retaining Key Employees

Regardless of how high or low the unemployment rate is, it can be difficult and expensive to replace a quality employee. Once you've found the best people, keeping them interested in your company and motivated to perform at peak levels is a big challenge.

Designing Personal Benefits & Planning for Your Business’ Future

Maximizing tax advantages is a keen area of interest to most people in business. We offer financial strategies that either provide ways to minimize taxes or for tax-deferred growth on money being accumulated. We can work with your tax and legal advisors to help select appropriate strategies for your business.

Planning for the future of your business is also an important matter for many of our clients. Consider if you weren't around to run your business, what would happen to it and the income it provides your family?

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.



We strive to help clients grow and preserve their investments and businesses
through genuine partnership and deep expertise.

Contact Us


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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067

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