Ready to Retire - Retirement Strategies

What does a successful retirement lifestyle look like to you? Knowing how you’d like to spend your time can help you build a better retirement strategy, including your retirement income strategy. We can help you put together your initial ‘road map’ and then monitor it overtime to make sure it is meeting your needs.
Even though you might have other savings goals, this is a great time to take full advantage of every opportunity to save more, such as:

  • Max out your 401(k)
  • Catch-up contributions for those over age 50
  • Open an IRA
  • Invest in a tax-deferred annuity
  • Rollover or consolidate previous retirement accounts
  • Understand tax benefits and the most advantageous options for your retirement savings

The Next Step
To Learn More about Retirement Strategies for you or your business 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.

E-Newsletter Signup

We Can Help With...

Existing client?

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

This email address is being protected from spambots. You need JavaScript enabled to view it.

935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067