About Independent financial solutions
Independent Financial Solutions: Your Trusted Partner for Financial Success
Independent Financial Solutions is a leading financial advisory firm that provides comprehensive and personalized financial planning services to individuals, families, and businesses. Headed by Judy, a seasoned LPL financial advisor with over 20 years of experience in the industry, Independent Financial Solutions has helped countless clients achieve their financial goals through sound investment strategies and expert guidance.
At Independent Financial Solutions, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a personalized approach to each client's situation, taking the time to understand their specific circumstances and developing customized solutions tailored to their individual needs.
Our team of experienced professionals includes certified financial planners (CFPs), investment advisors (IAs), tax specialists, estate planning attorneys, insurance experts, and more. Together, we work collaboratively to provide our clients with comprehensive advice on all aspects of their finances.
Whether you're just starting out in your career or nearing retirement age, Independent Financial Solutions can help you navigate the complex world of finance with confidence. Our services include:
Investment Planning: We'll help you develop an investment strategy that aligns with your goals and risk tolerance while maximizing returns.
Retirement Planning: We'll work with you to create a retirement plan that ensures you have enough income for the lifestyle you want in retirement.
Estate Planning: We'll help you protect your assets and ensure they are distributed according to your wishes after your passing.
Tax Planning: We'll help minimize your tax liability through strategic planning throughout the year.
Insurance Planning: We'll assess your insurance needs and recommend policies that provide adequate coverage at an affordable price.
Business Services: If you own a business or are self-employed, we can assist with business succession planning, employee benefits packages, buy-sell agreements,
and more.
At Independent Financial Solutions , our mission is simple -to provide our clients with expert advice they can trust. We believe that financial success is achievable for everyone, and we're committed to helping our clients achieve their goals through sound financial planning and investment strategies.
If you're looking for a trusted partner to help you navigate the complex world of finance, look no further than Independent Financial Solutions. Contact us today to schedule a consultation with one of our experienced advisors and take the first step towards achieving your financial goals.