Mission and Vision

To be the primary, trusted source of information and advice
for people who need to plan today for a better tomorrow.

Core Values

To work with, serve and care for others
as we would like to be cared for ourselves.

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. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 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."

Trust

Trust is something better earned than talked about. Our business is exclusively referral-driven. People do not refer friends and family to someone they do not trust.

There is an old saying, “trust but verify”. At the top of this website, we have provided a link to . This site allows you to research the past record of advisors everywhere. Have they had multiple complaints, regulatory deficiencies or suspensions? Have they earned trust or abused it?

Longevity and success in any business is reserved for those who are trustworthy. We want to give you an opportunity to judge our past so you can determine if we are right for your future.

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.