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.
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
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.
We specialize in helping those approaching or entering retirement develop a solid plan that will change and grow through every phase of life.
We are passionate about helping guide New Investors in the direction that will help them reach their financial goals and dreams down the line.
Financial expertise is missing in many divorce processes. Our team can help both partners see a clearer view of their financial future.
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.