Now that You're Retired...

Let us attend to your financial needs, as you enjoy life to the fullest.

Experience all that life has to offer with the confidence of financial well-being.

Count on the experience of your Financial Independence team to help you:

  • Manage the complexities of your finances

  • Advise coverage for healthcare needs

  • Maintain a comfortable lifestyle

  • Leave a legacy

Enjoy full-service support or à la carte guidance.

Make an Appointment


Services & Guidance

Portfolio Management

Your advisor manages your portfolio closely and meets with your regularly to provide performance reports.

Investment Advisory

  • Risk Analysis, Tolerance
  • Portfolio Design
  • Asset Allocation
  • Monitoring, Rebalancing
  • Performance Reviews

Insurance Services

Understand policy features, coverage, and costs to make the right decisions for your needs.

Considerations

  • Life Insurance
  • Coverage Guidance
  • Insurance Trust
  • Policy Reviews

Income & Taxes

Implement favorable tax strategies to align with your income streams.

Full-Picture Features

  • Income Sources
  • Risk Management
  • Cash Flow
  • Tax Strategies
  • Tax Preparation

Legacy Planning

Create an enduring legacy for people and places you hold dear.

Planning Services

  • Trusts and Trustees
  • Inheritance Planning
  • Charitable Giving
  • Wealth Transfer
  • Family Transition

Healthcare in Retirement

"Evaluating health coverage and costs isn't easy. Let us help you understand your options before Medicare's Open Enrollment begins in October."

--Willis Reed, Manager, Insurance Services

Medicare Parts A, B, and D are just a few choices in an array of healthcare benefits, along with Medicare Advantage. Which are right for you?

Contact an expert for guidance at (800) 688-1045 and check back in the fall for our Medicare webinar.

Contact Us

Financial Independence

Love traveling? Spending time with family with friends?
Trying new things? Welcome to your Financial Independence.

Meet Your Team

See the professionals devoted to your prosperity.

Here for You

Podcast

Tune in to this weekly chat about market trends.

Market Trends

Sounding Board

Wrestling with a financial decision? Let us help.

Reach an Advisor