"Where Clients' Interests Come First"

Extra Phones

Free initial Consultations: 407-417-3845

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

Services/Products

Portfolio and Investment Management • Comprehensive Financial Plans • Retirement Planning • Estate Planning • Education Planning • Insurance Needs Analysis • Employer 401K reviews • Cash Flow Analysis • Monte Carlo Portfolio Analysis •

Amenities

Investment Portfolio Design and Management: Independence Financial Planning, LLC will design an investment portfolio consistent with your financial planning goals, risk tolerance and time horizon. A Monte Carlo analysis will be conducted and provided to you to determine the probability of meeting or exceeding investment goals. Ongoing management of the portfolio is an important aspect because rebalancing is needed periodically due to changes in your investment horizon, varying returns of investments and liquidity needs. Comprehensive Financial Plans: Financial Statements: After reviewing your financial data and budgets we'll provide you with a Net Worth and Cash Flow Statement. In addition, an analysis of your emergency cash reserve will be provided with pertinent recommendations. Insurance Needs Analysis: We'll evaluate your insurance coverage as well as the companies who are underwriting the policies to evaluate their financial strength using various rating agencies. Investment Portfolio Analysis: We'll discuss your investment goals and objectives and ensure that your current investment portfolio selections are suitable for your goals. Investment analysis generally encompasses a review of the portfolio asset allocations and a comparison of the individual investments to ensure their performance is comparable or better than their peers. MORE on Retirement, Estate, Education and Group Benefits selection. Please see website: Http://www.indyfp.com