Independent Financial Services

Independent Financial Services Full-Service Financial Consultation Retirement, Succession, Investment, & Estate Planning Independent Financial Services provides full-service financial consultation services. Our focus is on Retirement, Succession, Investment, and Estate Planning. In addition to these areas, we also support clients with personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to deliver the best products and serve a large number of areas (with more than 20 licensed associates helping us do this), but we are small enough to provide personal service that recognizes you as a person and not a number. We have been able to do this for tens of thousands of clients for 30 years. Our reputation for integrity and service is backed by our 30-year history. Our commitment to excellence in everything we do is unwavering. We are successful only when all of your needs are met. We offer the wide variety of products and services mentioned above to meet our clients' increasingly diverse requirements. For more details, see below.