The Independent Financial Group is a comprehensive financial services firm specializing in fiduciary advisory and tax-managed wealth planning for individual investors. Led by a CERTIFIED FINANCIAL PLANNER® professional, the firm stands out through its commitment to independent, objective advice that aligns financial strategies with clients’ personal values and life goals.
The firm operates as a fiduciary, ensuring that all recommendations are made solely in the client’s best interest. With a philosophy centered on progress toward personal benchmarks rather than mere performance statistics, it focuses on helping clients avoid costly financial mistakes and navigate life’s risks. Services are tailored for individuals seeking retirement planning, wealth management, and organized, values-based financial guidance.
Services Offered
- Financial Planning
- Wealth Planning
- Tax-Managed Investment Strategies
- Retirement Planning
- Estate Planning
- Social Security Planning
- Asset Custody Solutions
- Financial Consultation
- Accounting Services
The firm provides resources including a financial conversation checklist, calculator library, and educational reports to help clients begin planning independently or with professional guidance. It emphasizes a structured planning process that starts with understanding client values, goals, and priorities.
