Contact Form

Please complete the contact form and we'll be in touch...

*Walter J. Scott Jr., CLU
Walter@IndependenceFinancialLLC.com

*Michael L. Scott, CFP
Michael@IndependenceFinancialLLC.com

  
  • Asset Allocation Review
  • Individual Retirement Planning
  • Corporate Retirement Plans
  • Estate Planning
  • Executive Compensation Plans
     
Sue Bochinski
Sue@IndependenceFinancialLLC.com		  
  • New Business Administration
  • Account/Policy Service and Changes
  • IRA Rollover Account Administration
  

 

Coe Administrators, LLC - For Qualified Corporate Retirement Plans:

Donna Ziebell

Pension Manager

dziebell@coeadministrators.com
  • Plan Installation & Pension Administration
  • Plan Compliance and Government Reporting
  • IRS/DOL Issues

Paula Loker

Policy Holder Service

ploker@coeadministrators.com
  • Pension Administration
  • Investment Record Keeping
  • Compliance Testing and Government Reporting

Bill Lange

Policy Holder Service

blange@coeadministrators.com
  • Customer Service for Plan Participants
  • Plan Enrollment & Plan Distribution
  • Compliance Testing