Fee Based Financial Planning
Get to know each other and learn what matters most to you.
Review our responsibilities and commitments to you, including services and compensation.
Collect financial data and identify your current financial condition. Identify your goals and any challenges.
Consider different strategies and options that will enable you to meet your identified goals.
Create and implement a written Financial Plan tailored to your needs. Communication with your Tax & Legal Advisors as necessary.
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