Independence News

Current Financial Topics from 401k to Retirement Strategies to News and Local Independence Financial Partners Events

Go Back In Time On Roth Conversion

Go Back In Time On Roth Conversion

If you recently converted funds in a traditional IRA into a Roth and the value of the account has declined, or you have other reasons for regretting the move, you can "recharacterize" the conversion.

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Bull Or Bear Market? Plan Both Ways

Bull Or Bear Market? Plan Both Ways

After another good year on Wall Street in 2014, some stock market prognosticators are predicting a reversal of fortunes for 2015, while others expect another good year for investors. But no one knows what actually will happen next, and the best thing you can do is to plan for all possibilities.

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7 Expired Tax Breaks That Were Given A Longer Life

7 Expired Tax Breaks That Were Given A Longer Life

In the waning days of last year, Congress passed the Tax Increase Preservation Act of 2014 (TIPA), extending a package of tax breaks...you still can maximize the tax benefits of TIPA on your 2014 tax return. Consider these seven prominent tax breaks that were included:

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Sizing Up The Energy Boost To The Economy

Sizing Up The Energy Boost To The Economy

If gasoline prices in 2015 stay as low as they were in October 2014, the American economy literally would experience a major energy boost...Even if consumers don't turn around and spend every dollar saved on lower gasoline prices, the stimulus to GDP provided by the energy boost is likely to have a noticeable effect on the economy.

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Independence Financial Partners Recognizes Top Performers

Independence Financial Partners Recognizes Top Performers
Press Announcement: FOR IMMEDIATE RELEASE
 
(Mystic, CT - 2/27/2015)  Independence Financial Partners, based in Warwick, RI, is pleased to recognize Advisers who achieved a high level of success in 2014. The Awards Gala was held at Mystic Aquarium, Mystic, CT.
 
The 2014 Award Recipients were as follows:

Adviser of the Year (Highest and Most Prestigious Award)
Armand J. Fisher

Independence Award (Highest Growth Year Over Year)
Randal S. Poirier, ChFC®

Signator Preservation Award
Armand J. Fisher

Signator Wealth Award
Nathaniel Vinson

John Hancock Financial Network Hall of Fame Inductee
Karl Green

45 Years of Service
Maryann Colavolpe

40 Years of Service
Dennis Bardoni

The following individuals have qualified for the ACE Award, one of the highest honors that JHFN bestows on a financial representative. ACE stands for “Achieving Client Excellence.” According to Richard P. Beaulieu, Jr., CLU®, ChFC® and Kevin J. Beaulieu, ChFC®, Managing Partners, the ACE Award serves as a confirmation of these advisers exceptional abilities.  

Armand J. FisherACE Platinum
Nathaniel VinsonACE Top Gold
Randal S. Poirier, ChFC® - ACE Gold
Brian M. Rys, AIF®, CFP®, CLU®, ChFC® - ACE Gold
Ian Gerrior – ACE Gold
Christopher A. Beaulieu, ChFC® - ACE Silver
Rulla Nehme – CFP®, ChFC®, CASL® - ACE Silver
John M. Gautreaux, ChFC® - ACE Silver
C. Martin Warburton, CLU®, ChFC® - ACE Silver
Karl GreenACE Silver
Gregory BeaulieuACE Best-in-Class

We congratulate all of the recipients for their accomplishments.
 
About Independence Financial Partners
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years. Today, Independence Financial Partners is a full service financial firm with more than 70 financial professionals throughout Southern New England and into New York State. These professionals focus on specific areas to serve the unique needs and concerns of each client, at every stage of life.
 

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary preservation and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

121-20150304-221588
 
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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.

INSIGHTS & RESOURCES

 

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

Contact Us

866-691-4100

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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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