935 Jefferson Boulevard
Independence Financial Partners has the specialized experience to help you handle all the financial aspects of your life. As a large, local, independent full-service financial firm, we can draw upon an unlimited array of products and solutions to help you accomplish your goals at any stage.
Working with us you’ll experience the personal attention of advisory staff dedicated to working one-on-one with you, building a consistent and long-lasting relationship with someone who will know and understand you. At the same time, you’ll have the benefit of working with the largest independent advisory firm in the state, with access to deep informational resources, dedicated research, and an unconstrained array of potential investment and insurance solutions.
With more than 100 employer sponsored retirement plans, and more than one billion dollars of assets under advisement, you can be confident that we can help you identify the right retirement plan for your organization and handle all aspects of oversight, implementation, and employee education.
Before the discussion turns to a financial plan or investment products, we concentrate on learning about you and your life; the questions that trouble you, the goals that inspire you, and the emotions that play a role in decision-making. Your best interest is the driver in every situation and planning only begins once we understand you well. Based on that foundation of mutual trust, we have the services to help you move toward your goals at every stage of personal or business life.
*Managed total client assets as of 3/31/2021
Start a New Business
Insurance—Life, Disability, Long-Term Care
Risk Management and Mitigation
Planning and preparation
Pension & Social Security Strategies
Retirement Income Distribution Planning
Estate Conservation and Planning
Disability Income Insurance
Long-Term Care Insurance
Buy/Sell Agreement Funding
Key Person Insurance
401(k), SEP, Simple IRAs, Roth 401(k), Defined Benefit Plans
Record Keeping & Administration
Tax Strategies and Mitigation
Transition Planning; Buy/Sell Agreements