Fee Based Financial Planning

IFP Investment ProcessConsultation Relationship Information Analysis Design Progress

Complimentary Consultation

Get to know each other and learn what matters most to you.

Our Relationship

Review our responsibilities and commitments to you, including services and compensation.

Gather Information

Collect financial data and identify your current financial condition. Identify your goals and any challenges.

Analysis

Consider different strategies and options that will enable you to meet your identified goals.

Plan Design

Create and implement a written Financial Plan tailored to your needs. Communication with your Tax & Legal Advisors as necessary.

Monitor Progress

Periodic review of your Financial Plan to make sure your situation or needs have not significantly changed.

Contact Us for a Complimentary Review of Your Financial Plan
Independence Financial Partners has financial advisors throughout Rhode Island, Connecticut and Massachusetts. 

Contact us for a complimentary consultation please call 866-691-4100 or click here to Contact Us

Signator Investors, Inc. provides fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.

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100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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INSIGHTS & RESOURCES

 

We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067