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Our Services

We live in a time when the amount of financial information, products, and services continues to grow at a rapid pace. This large range of options and alternatives can sometimes generate complex decisions. That’s where we can help.

INDEPENDENT and CONNECTED: As Independent Financial Advisors, we are able to offer our clients’ objective, unbiased financial advice without product preferences or sales quotas. This independence allows us to offer you the best products and services to meet your unique goals and needs.

We have the ability to research the quality of every product and service we provide. We invest the time to meet with the mutual fund managers and visit product companies to uncover the potential strengths and limitations of the products.

We provide many of the listed services directly but if there is a service you need, outside of our offerings, we have trusted contacts to pass on to you. Through these combined resources, we are able to look at the whole picture and present you with specific options that are ideal for your situation.

At Independent Financial Company, we provide assistance in the following areas:


  • Bonds
  • Mutual Funds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Investments for Minors
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Income Tax Analysis
  • Asset Allocation
  • Risk Management


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


  • Asset Management
  • Tax Preparation
  • Mortgage Consulting
  • Business Planning/Consulting
  • Employee Benefit Counseling
  • Real Estate