What We Do

Serving Clients Since 1994 – locally and nationwide
Independence Wealth Services has been helping individuals, families, and corporations for more than three decades. With broad experience in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.

Financial Planning for Individuals
As independent financial advisors, our only concern is you, your needs, and your financial future. We will provide you with objective guidance in the following sample areas: 

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well positioned to pursue your dreams
  • Estate planning, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Business planning, to help you manage and grow your business
  • Taxation, to minimize the tax burdens you face now and in the future

Financial Planning for Business Owners
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

  • Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
  • Risk management, to minimize any threats to your business assets
  • Retirement planning, to make sure that you have the right plan in place for your employees
  • Insurance planning, to ensure that your employees have the insurance benefits they need
  • Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances