Resources

TO HELP YOU MANAGE YOUR MONEY

In addition to providing access to our knowledgeable team of advisors and powerful financial planning software, we’re proud to offer a variety of educational resources to help our clients make better sense of the financial landscape and manage their money more efficiently. Click on any of the icons below to learn more!

WORKSHOPS / EVENTS

December

3

December 3, 2019 - 6:00pm

Retirement Income Planning & Social Security Workshop

December

3

December 3, 2019 - 6:00pm

Retirement Income Planning & Social Security Workshop

December

4

December 4, 2019 - 6:00pm

Retirement Income Planning & Social Security Workshop

December

5

December 5, 2019 - 6:00pm

Retirement Income Planning & Social Security Workshop

NEWS

11/07/2019

BY Independence Financial Advisors

IFA Welcomes Jaimie Sousa as Vice President

11/07/2019

BY Independence Financial Advisors

Luca D’italia is Promoted to Vice President

01/24/2019

BY Independence Financial Advisors

IFA Promotes Paul Gatehouse & Luca D’italia