why choose our team
the market changes, but our values remain the same
At Independent Financial Services, our experienced staff hold numerous designations and accreditations. We pride ourselves in serving clients with devoted guidance and individualized service. We are well-versed to handle your financial needs through every phase of life.
The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals dedicated to helping you not only for the short-term, but well into your financial future.
We maintain a consistent philosophy in that we firmly believe in our clients’ best interests— it’s your dreams and goals that guide us in helping you. We are committed to providing professional fiancial advice in creating a roadmap for today and tomorrow.
As our name suggests, we are an “independent” office free from the the pressures of selling only a select set of products. We focus on your goals and provide unbiased advice and the products to help meet them.
Our areas of expertise
What We Do Best
Retirees
We specialize in helping those approaching or entering retirement develop a solid plan that will change and grow through every phase of life.
millennials
We are passionate about helping guide Millennials in the direction that will help them reach their financial goals and dreams down the line.
women investors
Our team is here to empower women through any season of life and to educate individuals on their financial options to help reach their goals.
Business Planning
Risk profiling, institutional asset allocation, and money management selection are the foundations of a strong plan in a rapidly changing environment. We’ll help you navigate with a customized strategy.