Individual Solutions Insights
The Value of a Financial Planner
TV talking heads, industry insiders, world famous economists and of course your family and friends are more than happy to suggest how you should plan your retirement and where you should invest your money.
Their input could be both well-intentioned and good advice. Chances are, however, that none of these sources of guidance have all the information in hand or expertise to help you meet your retirement income goals and also be prepared for unforeseen challenges such as long-term medical care for a family member.
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Saving for Education
For many parents, college is considered a building block for a successful life.
Unfortunately, the price of a four-year education can seem out of reach. No matter what the age of your child or loved one, it's never too late to start saving.
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Plan for Retirement
Retirement Strategies for You
Everyone has a vision of what they want from their retirement. Finally having time for a favorite hobby. Starting a new career. Or just doting on the grandkids. The only question is, how can you be sure you’ll have the income stream needed to realize and sustain your retirement dream?
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Preserve Your Family
Life can change in the ‘blink of an eye.’
That’s why it’s important to plan for the future. To preserve your family, the three questions you want to consider are:
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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.