Independence Wealth

At Independence Wealth, we are dedicated to simplifying your finances so you can enjoy life to the fullest. We understand that everyone has unique financial goals and objectives, and we strive to provide comprehensive wealth management solutions that cater to your individual needs. Our team of experienced professionals is committed to helping you navigate your personal and financial decisions, whether you're looking to help your grandkids pay for college, maintain your lifestyle in retirement, travel, or explore a new hobby.

Our Services

At Independence Wealth, we offer a range of services designed to help you retire confidently and enjoy your life without worrying about your finances. Our comprehensive Independence Wealth Blueprint plans are educational, strategic, and flexible, giving you the ability to enjoy your life without worrying about your money. Here are some of the services we offer:

• Comprehensive Wealth Management: Our team of experienced professionals will work with you to create a customized wealth management plan that takes into account your unique goals and objectives. We'll help you manage your money in a way that maximizes your income and estate, while minimizing your tax burden.
• Retirement Planning: As you get closer to retirement, you need an expert to manage your money in a way that makes all your hard work pay off. We'll help you create a strategic, educational plan that factors in your unique goals and objectives.
• Tax Planning: At Independence Wealth, we understand that taxes can be a significant burden for retirees. That's why we offer tax planning services designed to help you reduce your tax burden and maximize your income and estate.
• Investment Management: Our team of experienced professionals will help you manage your investments in a way that maximizes your returns and minimizes your risk. We'll help you spot the difference between an investment that will keep paying off throughout your retirement and one that will underperform, dragging you back to the workforce.
• Business Owner Services: If you're a business owner preparing for retirement, we can help you create an exit strategy that allows you to benefit from your years of hard work building the business and transition it to the next generation.

Client Success Stories

At Independence Wealth, we take pride in helping our clients retire confidently. Here are a few examples of how our comprehensive plans have helped others retire confidently:

• Making Work Optional: Mark and Jen, both successful professionals in their late-50s, wanted to take time to travel and enjoy life more but weren't sure they wanted to completely stop working. Our comprehensive plan gave them the flexibility to take time off when they wanted, while still generating income to support their lifestyle.
• Business Owners in Transition: Alex owned a successful business and as he and his wife, Linda, prepared for retirement, they wanted an exit strategy that allowed Alex to benefit from his years of hard work building the business and to transition it to their son that had been working with Alex for the last five years. Our comprehensive plan helped them create a seamless transition that allowed them to retire confidently.
• Stay Retired: Troy and Diane had diligently accumulated wealth through their working years and wanted to start to benefit from the years of scrimping and saving to spend more with their four children and seven grandchildren. Our comprehensive plan helped them create a retirement income plan that allowed them to stay retired and enjoy their time with their family.

Attend Our Retire Well Workshop

At Independence Wealth, we believe that education is key to retirement success. That's why we offer a Retire Well Workshop designed to help you protect yourself from the top 3 "retirement killers": unexpected taxes, mismanaged social security, and underperforming investment vehicles. You'll discover what you can do to safely and strategically max out your social security benefits and claim back as much of your hard-earned cash as possible. You'll also learn how to spot the difference between an investment that will keep paying off throughout your retirement and one that will underperform, dragging you back to the workforce.

Why Independence Wealth?

At Independence Wealth, we pride ourselves on being independent, fiduciary financial advisors who provide customized solutions unique to your situation. We never use cookie-cutter solutions or hidden conflicts of interest, and we never charge hidden fees. Our disciplined planning approach is designed to help you achieve your financial goals, no matter how big or small.

If you're looking for a team of experienced professionals who can help you retire confidently and enjoy your life without worrying about your finances, look no further than Independence Wealth. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.