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


Mutual Funds
Tax Deferred Annuities
Third Party Money Management
Traditional IRA
Roth IRA
401K Rollover


Fee Based
Retirement Planning
Investment Analysis
Money Management


Life Insurance

Long-Term-Care Insurance

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:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Financial Estate conservation issues related to investments
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  517-484-4884