Financial Strategy

A successful financial strategy is one that provides for you and your family today and preserves enough for future generations.

To achieve this success, we provide a comprehensive, customized strategy that considers everything that is important to you.

Financial Strategy SuccessStep 1:  Consultation

First, we’ll get to know you, your financial situation, and your needs. With our experience and knowledge, you have access to a rich source of expertise for answering your questions.

Step 2:  Analysis

Our professionals will take your input and conduct a thorough analysis of your current financial situation. We have access to professionals who specialize in specific areas that allows us to find solutions that are both effective and meaningful to you.

Step 3:  Solutions

Our firm has the advantage of access to protection, investment and advisory products from many of the country’s most well-respected financial services companies. This broad platform of best-in-class products and services assures your best interests are always being served.

Step 4:  Monitor & Review

Our relationship doesn’t end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals and will recommend changes as appropriate.

The Next Step
To learn more about a Financial Strategy call 866-691-4100 or click here to Contact Us.

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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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