PRODUCTS & SERVICES

At Independent Financial Solutions, Inc., we provide assistance in the following areas:

Planning Services for Individuals and Families

Retirement Planning

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially, and then how to get from where you are to where you want to be in retirement.  

Financial Planning

Financial planning is a process of providing advice to help our clients achieve their financial goals. Each client is unique, we develop each plan tailored to each clients specific wants and needs.

Social Security Planning

This is an often over looked part of a financial plan by pre-retirees. Knowing how and when to take social security is another way of helping clients to a solid retirement.

Medicare Planning

There are many choices when it comes to medicare. Let us help you choose the plan that works best for you.

Planning Services for Employers

Employer-Sponsored Plans

Executive Bonus

Deferred Compensation