At Independence Wealth we partner with you to create a blueprint customized for you and your family called the Independence Wealth Blueprint. For us, it all begins with a conversation. We'll work with you and take the time to fully understand your financial needs and goals to make sure we are a good fit to work together.
We conduct an in-depth assessment of both your ability and your willingness to take investment risk. Based on your needs, wants, and wishes, we will create a customized financial plan for you and your family. We'll be with you every step of the way. From the first account application to the transfer of assets, and on to the first transaction in your account, we will handle everything.
We conduct an in-depth assessment of both your ability and your willingness to take investment risk. Based on your needs, wants, and wishes, we will create a customized financial plan for you and your family. We'll be with you every step of the way. From the first account application to the transfer of assets, and on to the first transaction in your account, we will handle everything.
Services
Eric Nelson, CFP founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that scare some investors.
For us, it all begins with a conversation. We'll work with you and take the time to fully understand your financial needs and goals to make sure we are a good fit to work together. We're all different, so all plans are unique to you! We want to sit down and understand what you are trying to accomplish.
A retirement income plan is a year by year timeline that shows you where your retirement income will come from. The income plan will consist of your social security, pension, annuity income, rental income, as well as investment income. Everyone has different income needs and no two plans are ever the same.
Where will your retirement income come from? If you're like most people, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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