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Products & Services

Retirement Planning

Retirement Planning

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401(k), Group, and Executive Benefits

401(k), Group, and Executive Benefits

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Succession and Estate Planning

Succession and Estate Planning

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Corporate Financial Services

Qualified Retirement Plans

  • 401(k)
  • Profit Sharing
  • Cash Balance Plan
  • SEP
  • SIMPLE IRA


Employee Benefit Plans

  • Group Life and Disability
  • Deferred Compensation Plan
  • Key Person Insurance
  • Split - Dollar Insurance
  • Long Term Care Insurance


Planning for the Executive / Owner

  • Business Continuation (Buy-Sell)
  • Executive Bonus Plans
  • Estate Planning
  • Corporate Owned Life Insurance
  • Individual Long Term Disability Insurance

Individual Financial Services

Investments

  • Mutual Funds and ETF's *
  • Managed Accounts *
  • Annuities *
  • 529 Education Savings *


Retirement Plan Rollovers

  • IRA, 401(k), 403(b)
  • Profit Sharing
  • Pension


Insurance

  • Permanent Life Insurance
  • Low cost Term Life Insurance
  • Disability Insurance
  • Long Term Care Insurance


Estate Planning

  • Irrevocable Life Insurance Trust
  • Charitable Giving

* Securities and Investment Advisory Services offered exclusively through registered representatives of Hornor, Townsend, & Kent, LLC. All products may not be available in all states.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@IndependenceFinancialLLC.com  |  920-236-6587