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What We Do

Client Centered

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.

INDIVIDUAL SOLUTIONS

INDIVIDUAL SOLUTIONS

Accumulation & Investing

  • Retirement Income Planning
  • College Funding
  • Debt Reduction Strategies
  • Pension & Social Security
  • Strategies

Family & Asset Preservation

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Wealth Distribution Strategies

  • Estate Conservation
  • Legacy Creation
  • Charitable Giving
Our History

BUSINESS SOLUTIONS

Employee Benefits

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Executive Benefits

  • Buy/Sell Agreement Funding
  • Key Person Insurance
  • Deferred Compensation

Qualified Retirement Plans

  • 401(k) SEP, Simple IRAs, Roth 401(k), Defined Benefit Plans
  • Fee Analysis
  • Plan Design, Benchmarking, Investment Advice, Fiduciary Compliance, Participant Outcomes
INDIVIDUAL SOLUTIONS

IFP RETIREMENT SERVICES

  • 401(k) Retirement Services
  • Employer Retirement Plans
  • 401(k) Record Keepers
  • Our Retirement Services Administration Team
Our History

IFP RESEARCH

  • Investment Advisory Group
  • Research Reports
  • Our Process

STEADFAST COMMITMENT FOR CHANGING TIMES

In today’s volatile economic environment, a dedicated, diligent partner can make all the difference. Independence Financial Partners, an Osaic Wealth firm, has been helping individuals, families and businesses for over 100 years. While many aspects of our business have transformed during this time, our core mission remains the same… We strive to help clients grow and preserve their investments and businesses through genuine partnership and deep expertise.

We're in This Together

Individual Solutions | Business Solutions
All our clients have the benefit of personal service and dedication combined with access to preservation, investment and advisory products from many of the industry's most well-respected financial services companies.

As a New England based company ourselves, we appreciate the challenges of growing a business and the importance of helping clients throughout the region achieve their financial goals. Our regional roots make our relationships with clients especially meaningful and motivate us every day.

Advanced Resources & Solutions

IFP Research | IFP Retirement Services
Independence Financial Partners has grown to more than 60 financial professionals throughout Southern New England who have access to preservation, investment and advisory products from many of the country's most well-respected financial services companies.