What We Do
What We Do
While we offer retirement planning, business services, estate and tax planning, education funding strategies, investment management, and insurance products, none of these are “what we do”. At Independence Wealth Partners, our purpose is to assist individuals, families, and businesses in achieving financial independence by serving as their true partner every step of the way.
Plan, Grow, Protect
Plan
Financial planning means many things to many people. At IWP, financial planning provides direction and clarity to your financial decisions. By viewing each financial decision as a part of a wider strategy, we help you to consider the short and long-term effects of today’s choices on your future financial goals.
The Financial Planning Process
The process of financial planning begins with a conversation, helping you articulate the things that are important to you. With this information in hand, your team at Independence Wealth Partners develops a roadmap designed to achieve your financial goals. For some, that may include providing for your own future or passing along your wealth to the next generation. For others, it might be thinking about how your family would manage without your income should you fall ill or die prematurely. Strategic financial planning brings together all these elements in one cohesive plan.
Regular communication with your advisor ensures that your plan changes as your life does; whether you’re getting married, having a baby, experiencing a death in the family, saving for college, building your dream home, or investing newfound wealth, we help manage every element of your financial strategy to meet your goals against an ever- changing backdrop.
Our Process
Engagement Meeting
Learn moreData Gathering Meeting
Learn moreAnalyze Information
Learn morePlan Presentation
Learn moreImplement Your Plan
Learn moreOngoing Advice
Learn moreEngagement Meeting
Day 1
Initial client meeting to understand your unique goals and objectives.
Data Gathering Meeting
Day 7–14
Second meeting to gather data to develop your personal plan.
Analyze Information
Day 15–28
Meeting to analyze your current situation based upon the data you provided and develop comprehensive solutions.
Plan Presentation
Day 30
Meeting to analyze your current situation based upon the data you provided and develop comprehensive solutions.
Implementation
Day 30+
Implement plan and recommendations and products to help you attain your goals and objectives.
Ongoing Advice
Ongoing Advice Model — Personalized and Timely
Monitor your plan and make updates periodically based upon changes to overall goals, objectives and life changes.
Grow
One of the important parts of planning for your financial future involves making educated decisions about managing your savings in order to grow your wealth. For those who start financial planning at a younger age where there may be more appetite for risk, our advisors will guide you accordingly. As you near retirement, protecting your assets becomes more important as the runway for recovery in the market decreases, encouraging a more conservative approach. Wherever you are in life, you can count on your advisor to be your trusted partner in presenting and assessing opportunities and risks in growing your wealth.
Investment
Process
1
Define Investment Needs and Objectives
2
Develop Long Term Investment Strategy
3
Design Appropriate Asset Allocation
4
Evaluate and Select Managers / Strategies
5
Implement Portfolio Construction
6
Monitor, Analyze, and Report Investment Results
7
Consider Changes in Objectives, Strategy, and Managers
1
Define Investment Needs and Objectives
2
Develop Long Term Investment Strategy
3
Design Appropriate Asset Allocation
4
Evaluate and Select Managers / Strategies
5
Implement Portfolio Construction
6
Monitor, Analyze, and Report Investment Results
7
Consider Changes in Objectives, Strategy, and Managers
Protect
Protecting all you’ve accumulated is a core part of your financial journey. In addition to planning long-term and investing your wealth appropriately, ensuring that you have the right insurance protection for your assets is critical.
Our team will assist in analyzing your needs, identifying appropriate coverage, recommending solutions from a wide array of reputable carriers, implementing your decisions, and reviewing your policies on a consistent basis to adjust as necessary.
Protection
Planning
Process
1
Analyze Specific Needs
2
Identify Appropriate Types of Insurance Coverage
3
Recommend Specific Products Solutions from Top Carriers
4
Implement Recommendations
5
Policy Review and Maintenance
1
Analyze Specific Needs
2
Identify Appropriate Types of Insurance Coverage
3
Recommend Specific Products Solutions from Top Carriers
4
Implement Recommendations
5
Policy Review and Maintenance