Our Philosophy

Independence Financial Services is a financial planning and wealth management firm dedicated to helping you plan today for a better tomorrow.  Our logo is the compass rose.   We chose this symbol because it represents what we do for those who place their trust in us. 

Like any true compass, we provide direction.  We do this by understanding you and your goals.  Next, we customize and charter a course by making specific recommendations.  While underway, we track your progress by utilizing financial planning software and tools.  Life is unpredictable, so we are always here to help you re-route, if necessary. 

Maintaining and exceeding the highest standards of compliance and integrity is important to us.  Our promise is to do for you what we would do for ourselves in like circumstance.   The old saying is, “no one cares how much you know until they know how much you care."