Do you want to retire early? How about start a year-round camping trip? Or perhaps you want to take a long trip with your family and visit the national parks? Your goals are up to you, and we want to help.
At Independent Financial Planning, we help you discover, prioritize, and fine-tune your goals. Below are an array of services designed to help you accomplish those goals. We are here for you.
Investment Management
Our investing philosophy is consistent with the concepts of diversification. We take a core-satellite approach of having a core of domestic equity and build around that based on your needs. Read More…
How does your portfolio enable you to meet your goals? All too often investors think their financial well-being is only how much they have in the bank or in the market and don’t consider the “other legs of the stool” of a small business, real estate, or other alternative income sources.
Diversification Planning
Retirement Planning
Comprehensive financial planning sounds so daunting but it really is the process of determining what is important to you and aligning your financial life towards that. Read More and get started…