We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
Retirement investing and distribution strategies
Financial Estate conservation issues
We also can answer your questions, including:
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.
Kathy Colby is Founder and President of Financial Independents, Inc. and has over 38 years of experience in the financial services industry. She is the primary advisor for designing client retirement plans, investment strategies, and...
Mike is a Financial Advisor and has spent much of his career in the Financial Services helping individuals and families pursue their goals though comprehensive financial planning. Mike works independently and directly along side of our...
Business Development Specialist
Marie is our Business Development Specialist and oversees everything from new account applications to Marketing and Events. She keeps us on the cutting edge of technology advancements and client interaction tools, which helps us build...
Client Care Specialist
Lori is the Client Care Specialist and is well known by our clients as their primary contact when they need any type of service on their existing accounts. She keeps the office running smoothly and manages the overall internal...
Angela is our Operations Assistant working remotely as an independent contractor to support all positions within the company. Prior to joining our firm, she served in various roles within the Mortgage and Banking industry....