WHAT WE DO<\/p>\n
Quite simply, we strive to protect and grow your money and, where needed, develop a holistic plan to ensure a smooth transition through life's financial phases. Could there be setbacks? Yes. As you know, there are no guarantees. But all the more reason for having a well-developed plan to minimize the downside and maximize the upside. Your money is too important - and financial products are too complex - to invest without a solid long-term plan.<\/p>\n
Financial Planning<\/p>\n
Investment Management<\/p>\n
401(k) or 403(b) Investment Review<\/p>\n
Social Security<\/p>\n<\/p>\n
Rick Campbell, President of Financial Independence, and Mark Lavallee, Vice President, receive theFive Star Professional Wealth Manager Award for the third year in a row. The recognition isthe largest and most widely published financial services award program in North America. Award candidates are evaluated against ten objective criteria including educational and professional designations, credentials as a Registered Investment Advisor, favorable regulatory and complaint history reviews, client retention rates, client households served, and assets under management.<\/p>\n<\/p>\n
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Financial Independence<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" WHAT WE DO Quite simply, we strive to protect and grow your money and, where needed, develop a holistic plan to ensure a smooth transition through life's financial phases. Continue reading