Who We Serve
Individuals & Families
Learn moreBusiness Owners
Learn moreEducators
Learn moreCorporate Executives
Learn moreIndividuals & Families
It’s never too early to start planning for the life you want, and it’s imperative to protect the life you have. Whether you are a recent college graduate or a parent with children, our representatives have the tools and expertise to help you set your financial goals and guide you to achieving them. From saving to start a family to ensuring your loved ones are taken care of after you’re gone, you can trust your finance professional will ensure that your personal plan is mapped out and implemented.
While we’re always a phone call or email away, you also have access to all of your key financial data and critical documents with our technology platform. Investor 360 streamlines the organization and management of your financial plan, and provides an online vault that stores, organizes, and secures your important legal, financial, and personal documents in one place.
Focusing on who we serve is on top of our agenda.
Business Owners
Being an entrepreneur or running a business is not for the faint of heart. Your business is your family’s lifeblood; a pillar in your community. Our goal is to help you stay focused on the task at hand: running your business. The IWP team of advanced professionals work in concert with your trusted business advisors to help create a financial roadmap that ensures the long-term success of your business. Together, you’ll think through issues of risk management, business succession, personal protection planning, and employee benefits.
Your business is your passion. Helping you protect it is ours.
Educators
We understand the demands of teaching. We know financial matters can slip through the cracks. You take care of everyone else’s education and development; let us help you make your financial health a priority. At Independence Wealth Partners, we understand how to help you protect and provide for yourself and your loved ones at every stage of your career. In the early stages, you may be challenged to pay down hefty student loan debt while making up for the earning-time gap, making expert financial advice a necessity to cover mid-life household expenses and avoid a major shortfall at retirement. We help mid-career educators develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on investments, and monitor growing wealth.
At a later stage in life, you need a firm grasp of the financial and tax implications of winding down your career, as well as estate planning, and assuring adequate resources for a comfortable retirement. You dedicate your life to helping others learn and grow; with our financial guidance, we’ll make sure you get to do the same.
You dedicate your life to shaping minds and fostering growth; with our financial guidance, we’ll ensure you have the resources to continue inspiring and educating future generations.
Corporate Executives
You’ve risen in your career from doing to managing. You’re responsible for the livelihood of hundreds, if not thousands, of employees, reporting to ownership or shareholders, and keeping customers happy. The stress that comes along with the privilege of sitting in the C-Suite is not for everyone.
Your financial picture is more complicated than most and requires a discerning eye to make sure taxes are minimized, charitable giving is properly accounted for, and higher levels of compensation are positioned for long-term growth.
You may not own the business but, when you perform like you do, your IWP advisor will ensure that your financial picture takes care of you.