What We Do

Independence Financial Partners strives to help our clients – individuals, families, and businesses – grow and preserve their wealth through genuine partnership and deep expertise.

We serve you through every stage and phase of your financial life—whether you’re entering your first career, learning the basics of budgeting and starting to pay down college debt, accumulating assets to save for college or reach a goal, or approaching retirement and all the decisions surrounding that life-changing event. We support your decision-making with extensive research and insightful guidance through a one-on-one personal relationship with your advisor.  

We help manage risk and protect your family, your business, and your assets. We have solutions using life, disability, and long-term care insurance as well as specialized business policies like key person insurance or buy/sell agreements.

We help you prepare for retirement, design retirement income distribution strategies, and help you create  wealth distribution plans. Whether you want to build a charitable foundation, create a legacy, or define how your estate will be distributed to your heirs, we work with your tax and legal professionals and help ensure that your wishes will be followed along with addressing taxation issues and minimizing their impact on your heirs.

For businesses we offer a host of services including employee benefits, executive benefits, qualified and non-qualified retirement plans, and retirement plan management. We are able to draw upon more than 40 years of experience serving businesses and over 100 employer-sponsored retirement plans to create solutions suited to the present and future needs of your business.