In 2000, Independent Financial Advisors, LLC (IFA) started as a fee-only wealth management firm. We advise clients on a wide range of planning matters. These include:

• Retirement Planning

• Estate Planning

• Tax Planning & Analysis

• Investment Management

• Insurance Planning

• Business Succession Planning

• Divorce Planning

• Education Planning

Many individuals that IFA creates plans for are seeking financial organization and a clear vision for the future. The IFA Planning Process uses our unique financial planning capabilities that revolve around a team-based approach to planning. During this process we use our collective expertise to construct your ideal plan. First, we work with our clients to analyze and understand their current dangers, strengths, and opportunities. This forms the foundation of your plan. Next, we review your existing strategies and determine the gaps between your current plan and your personal vision. We review the tools available to meet your needs and recommend the best strategy available. Finally, we create an Action Plan and assemble a team to implement your strategy.

Since life changes occur, the final step is to offer Review meetings. During this stage we systematically review and track your progress. This will help capture life’s changes to adjust your plan accordingly. The end result – a clear vision of your financial future and the confidence and peace of mind to achieve personal goals.