Financial Independence The word independence is more than just a name. It’s more than the city or the zip code where we operate.Independence is being free to work with our clients with open architecture. This means we can shop and compare some of the best companies, investments and products on your behalf. We are free and not beholden to any one company or product line. You are interested in making a better life for you and your family. Our knowledge, guidance and systems are designed to help you pursue financial independence; to live life on your terms and have the freedom to be the master of your destiny.