Financial Independence Advisory
Let us help you integrate all the pieces of your financial plan into one cohesive plan that includes considerations for debt-reduction, college savings, tax mitigation, market volatility, Social Security optimization, and estate planning.
We work with strategic partners such as CPAs and estate planning attorneys to ensure that your financial plan is personalized and represents your family's values and objectives.
Learn How To Increase Your Lifetime Income By $1 Million Or More By Reducing Taxes In Retirement
A NEW APPROACH TO PLANNING
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
Personal Goal Setting
- Develop A Financial Plan
- Establish Clear Goals
- Personal Accountability
Budgeting & Saving
- Pay Yourself First
- Create a Budget
- Spend Smart
Debt Repayment
- Improve Credit Score
- Refinance Loans
- Eliminate Debt
Emergency Preparation
- Start An Emergency Fund
- Protective Insurance
- Peace Of Mind
Investment Options Education
- Retirement Accounts
- Alternative Investments
- Stocks and Bonds
Tax Mitigation & Possible Elimination
- How Income Taxes Work
- Provisional Income
- Deductions and Credits
Retirement Income Optimization
- Maximize Social Security
- Annuities
- Retirement Income
Legacy & Estate Planning
- Preserving Your Legacy
- How to Avoid Probate
- Trust vs. Will