Independent Financial Group, LLC
Retirement Planning, Investment Planning, Estate Planning, Insurance Planning, & College Planning
Investments (Stocks, bonds, mutual funds, annuities, Real estate securities, and Advisory) & Insurance (Life, Long-Term Care, & Disability)
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.