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Current Financial Topics from 401k to Retirement Strategies to News and Local Independence Financial Partners Events

IFP Attends PAC15

Washington D.C. – From October 20th through 22nd, 2015, the Independence Financial Partners team attended Signator’s 2015 Practice Advancement Conference (PAC)  at the Gaylord National Resort and Convention Center in Washington, DC. 

Along with other Signator Advisors from around the country, the IFP team learned about updates to the DOC Fiduciary Proposal and listened to a market outlook and commentary from business partners and leaders. The team also learned valuable and actionable sales concepts for growing their practices.

Attendees from the firm included:

 

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2015 Play 4 Bradley’s Kids Golf Tournament a Huge Win!

2015 Play 4 Bradley’s Kids Golf Tournament a Huge Win!

(Seekonk, MA – 9/21/2015) Rulla Nehme, CFP®, ChFC®, CASL®, partner at Independence Financial Partners and a member of the executive committee at Bradley Hospital, helped host the 2015 Play 4 Bradley’s Kids Golf Tournament. Proceeds from the event, held at Ledgemont Country Club, will benefit the hospital’s renowned Healing Arts Program, which offers patients access to art therapy and a wide range of therapeutic programs including yoga, music, dance and more.

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End-of-Summer Cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence

End-of-Summer Cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence

(Warwick, RI 09/17/2015) – Andrew Liss RFC®, Investment Advisor Representative at Independence Financial Partners and a board member of the Jewish Seniors Agency of Rhode Island, helped host an end-of-summer cookout at the Phyllis Siperstein Tamarisk Assisted Living Residence in Warwick.  Attendees, including board members as well as guests, enjoyed a buffet served on the patio on a late summer evening.

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Combine Investment And Tax Benefits In 529 Plans

Combine Investment And Tax Benefits In 529 Plans

With college costs continuing to soar, what's a cash-strapped parent to do? Consider the benefits of a Section 529 plan. This vehicle can provide tax-advantaged earnings for multiple students in your family without adverse gift tax complications. Anyone, including a student's grandparent, can set up a 529 plan.

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Providence Business News 2015 40 Under Forty - Rulla Nehme

Providence Business News 2015 40 Under Forty - Rulla Nehme

(Warwick, RI - 7/23/2015) Independence Financial Partners is proud to announce that Rulla Nehme, CFP®, ChFC®, CASL® has been honored as a recipient of the Providence Business News 2015 40 Under Forty award.

Read the Providence Business News Feature | Download the PDF

From a large & diverse group of applicants, winners were selected based on criteria like career success, community involvement and commitment to making a difference on a local, national or international scale.

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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.

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

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