Estate & Retire Planning

Our Expertise in Guiding You Towards Financial Security

Independence Financial Advisors is a team of experienced financial professionals dedicated to empowering individuals and families in the Greater Boston area to achieve their financial goals. Since 1996, we have guided clients through every stage of their financial journeys, providing personalized strategies and innovative solutions.

What Sets Us Apart?

• Client-centered approach: We prioritize understanding your unique needs, goals, and anxieties to tailor our strategies to your specific situation.
• Fiduciary fiduciary: We uphold the highest ethical standards, placing your interests first in all our recommendations.
• Transparency and accountability: We provide clear explanations and regular updates on your financial plan, ensuring open communication and trust.

1. Retirement Planning and Asset Management

• Comprehensive analysis of your retirement plans and investments
• Strategies for maximizing retirement savings and minimizing taxes
• Guidance on claiming Social Security benefits effectively
• Planning for potential long-term care costs

2. Financial Planning and Wealth Management

• Developing a personalized financial plan that aligns with your goals and values
• Portfolio management and investment review
• Tax optimization strategies
• Estate and succession planning

3. Life Stage Planning

• Guiding young adults in establishing healthy financial habits
• Planning for aging parents and family members
• Transitioning smoothly through major life events like marriage, divorce, or job changes
• Retirement planning for small business owners

4. Comprehensive Insurance Solutions

• Reviewing and optimizing your insurance coverage
• Addressing specific risks associated with your financial situation
• Guidance on navigating the complexities of the insurance landscape

5. Personalized Guidance and Support

• Open communication and responsive service
• Access to educational resources and workshops
• Collaborative problem-solving and goal setting

Our Team

Our team of experienced professionals includes Certified Financial Planners (CFPs), investment advisors, and insurance experts. We are committed to building long-lasting relationships with our clients and ensuring their financial well-being.