Products & Services
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