Individuals
Our clients come from a broad range of backgrounds. They include business owners, successful professionals and retirees. While our clients have substantial resources, what they also have in common is a need for financial guidance.  They need an experienced and knowledgeable professional to help them navigate their complex needs and changing circumstances over time, and to provide continuous oversight of investments.

Corporate Retirement Plans

At Independent Financial Advisors, LLC, we understand the issues you face as a sponsor of a corporate retirement plan. You want to delegate investment management responsibilities, yet you also want to know that your plan investments are diversified, competitive and compatible with ERISA. You know you need a written statement of investment principles and guidelines, but who should develop it? You also need to address issues such as cost, reporting and employee education. We can help.