Our Firm

Independence Financial Associates serves the needs of individuals, business owners, professionals, and their families. We are a full-service insurance and financial services firm. Our network of professionals includes insurance underwriters, registered representatives, attorneys, trust officers, actuaries and a broker/dealer.

Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives.

We help you identify your current financial situation, determine your future financial objectives, and implement a plan to help you achieve those objectives. When appropriate, we will work together with your other financial professionals.

We take the commitments we make to our clients seriously, and we are dedicated to providing you with the best products and services possible. We work primarily with business owners, professionals, high-net-worth individuals and their families. We welcome the opportunity to work with you.