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Products & Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Corporate Financial Services

Qualified Retirement Plans

  • 401(k)
  • Profit Sharing
  • Defined Benefit Pension
  • 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 *
  • Variable Annuities *
  • Fixed 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


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