Founder and President Kathy Colby started in the financial services industry in 1984 and Financial Independents, Inc. was founded in 1997. For more than 35 years, we have been helping clients like you build wealth and work toward their financial and retirement goals. Our main focus is you and always will be, from having children, graduating college, buying a home and planning a happy retirement. We help you through all stages of life. As a full-service financial planning firm, we provide comprehensive and personal service.
For each of our clients, we strive to create stability to provide financial independence. We start with the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition. You’ll work right alongside us on your financial plan, because we believe in a holistic approach; we want you interested and engaged in your retirement planning just as much as we are.
We are passionate about what we do, and our staff truly cares about you and helping you feel confident in retirement. We want to fully understand your priorities, goals, dreams and aspirations. What is your “big picture” situation, and how can we effectively help you and help you feel more confident about your finances? Our goal is doing everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach for working toward your dreams. And when any of those conditions change, we simply meet, review your plan and keep you on track.