Purpose
To provide authentic advice that inspires smart financial decisions
Mission
Since 1932, Independence Financial, LLC has been enriching the lives of business owners and individuals by helping them plan for retirement, provide for their family, and protect their business interest.
We work with private businesses to implement turnkey retirement and executive benefit plans that include product, ongoing plan communication, and administration. We provide retirement and estate planning to the executives and Owners, and complete financial services to the employees and our individual clients.
Core Values
Integrity. Successful relationships are built on trust. Always do what's best for the client.
Knowledge, Accuracy, and Follow Through. Our clients and colleagues deserve our best.
High Tech and High Touch. Leverage both to deliver best in class service, solutions, and planning.
Community Involvement. Support and give back to the community that we are privileged to serve.
Welcoming and Comfortable Team Environment. Keep things fun and celebrate success while embracing humility, appreciation, and respect.
Company History
Warren F. Coe pioneered the pension plan for use in closely held corporations in the 1940’s. Shortly thereafter he developed the concept known today as a "prototype" plan. He was truly a nationally recognized leader in the pension and retirement plan business. Mr. Coe founded our firm in 1932 and held an active role in the organization until his death in 1983.
Walter J. Scott ("Scotty") joined the firm in 1963 and worked closely with Mr. Coe until Coe's passing in 1983. Scotty transformed the landscape of our retirement plan business with the implementation of 401(k) plans throughout the 1980's and 1990's. Scotty retired in 2016 after 53 years of service to our clients.
Michael L. Scott joined the firm in 1996, earned his Certified Financial Planner (CFP) designation, and expanded our 401(k) and retirement plan services to include comprehensive retirement planning for individuals and business owners. Michael has served as Managing Partner of the firm since 2010, and continues in that role today.
