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.  

Retirement Income Planning

It is great to build a sizable amount for retirement. The big question is..... How much can I receive as a monthly income? How long will it last? We specialize in is creating Guaranteed Lifetime Income for our clients.

Life Insurance Planning

This is one of the most overlooked area in planning. The key is to calculate the amount of life insurance that is needed and then the product (Term or Whole Life) that makes sense for you.  Many times we see that either the amount or the product needs to be adjusted.

Social Security Planning

Knowing how and when to take social security is an intricate part of your 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 Retirement Plans

Executive Bonus

Deferred Compensation

Group Health Insurance

Buy-Sell coverage