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

Independence Financial Partners Recognizes Top Performers

Independence Financial Partners Recognizes Top Performers
(Mystic, CT - 2/27/2015)  Independence Financial Partners, based in Warwick, RI, is pleased to recognize Advisers who achieved a high level of success in 2014. The Awards Gala was held at Mystic Aquarium, Mystic, CT.
The 2014 Award Recipients were as follows:

Adviser of the Year (Highest and Most Prestigious Award)
Armand J. Fisher

Independence Award (Highest Growth Year Over Year)
Randal S. Poirier, ChFC®

Signator Protection Award
Armand J. Fisher

Signator Wealth Award
Nathaniel Vinson

John Hancock Financial Network Hall of Fame Inductee
Karl Green

45 Years of Service
Maryann Colavolpe

40 Years of Service
Dennis Bardoni

The following individuals have qualified for the ACE Award, one of the highest honors that JHFN bestows on a financial representative. ACE stands for “Achieving Client Excellence.” According to Richard P. Beaulieu, Jr., CLU®, ChFC® and Kevin J. Beaulieu, ChFC®, Managing Partners, the ACE Award serves as a confirmation of these advisers exceptional abilities.  

Armand J. FisherACE Platinum
Nathaniel VinsonACE Top Gold
Randal S. Poirier, ChFC® - ACE Gold
Brian M. Rys, AIF®, CFP®, CLU®, ChFC® - ACE Gold
Ian Gerrior – ACE Gold
Christopher A. Beaulieu, ChFC® - ACE Silver
Rulla Nehme – CFP®, ChFC®, CASL® - ACE Silver
John M. Gautreaux, ChFC® - ACE Silver
C. Martin Warburton, CLU®, ChFC® - ACE Silver
Karl GreenACE Silver
Gregory BeaulieuACE Best-in-Class

We congratulate all of the recipients for their accomplishments.
About Independence Financial Partners
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years. Today, Independence Financial Partners is a full service financial firm with more than 70 financial professionals throughout Southern New England and into New York State. These professionals focus on specific areas to serve the unique needs and concerns of each client, at every stage of life.

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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Providence Business News: Karen Surman Paley - Feb 2015

Providence Business News: Karen Surman Paley - Feb 2015

We are very please to highlight Karen Surman Paley, an Independence Financial Partners Registered Representative, who had her Op-Ed piece printed in the Providence Busines News.

Taking stands on-key-issues

(Providence, RI - 2/21/2015) Karen Surman Paley, Guest Columnist, Providence Busines News

Today I feel happy and even proud to be a resident of Rhode Island. I live in a state where people take the human causes of climate change seriously. Our efforts take a variety of forms.

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Chocolate & Financial Insight With Randal Poirier

Chocolate & Financial Insight With Randal Poirier
(Newport, RI - 2/13/2015) Randal Poirier, ChFC®, Financial Planner and Partner with Independence Financial Partners, shared a night of Wine, Chocolate & Financial Insight with clients and guests at the at the Newport Wine Cellar & le petit gourmet.
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A New Year Is Upon Us: Time To Assess Progress

A New Year Is Upon Us: Time To Assess Progress

Another year is upon us. So it's a good time to assess the progress you've made toward achieving your financial goals, along with how far you still have to go. Many financial advisors are content to simply compare the amount of money your portfolio has earned over the year to the performance of broad market benchmarks. We're always happy to beat the market. But that's not really so important.

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Fly Below The Tax Radar At Year-End

Fly Below The Tax Radar At Year-End

The IRS often zooms in on upper-income taxpayers, especially those who buy and sell a lot of investments, and with good reason: These taxpayers have the most to gain or lose because the stakes are high. However, you can reduce the chances for an unhappy tax landing by flying below the "tax radar."

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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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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067