Financial Planning does not need to be complicated or confusing.
With the right financial advisor, a personalized financial plan allows you to take control of your financial situation, creates a feeling of security and less stress.

For some of us, talking about money and investing can be uncomfortable or intimidating. At Independent Financial Solutions, our conversations will be in everyday language, not industry jargon. And they remain confidential.

Don’t worry, there are no right or wrong answers. Instead, my goal is to be sure you feel absolutely comfortable with asking each other questions and letting me know what is important to you. This should be a pleasant experience. After all, it is the rest of your financial life.

We spend our lives planning: our next vacation, for a family, starting a business.
Yet we often neglect to plan for our financial future.
Saving, investing and protecting your assets are key elements to your financial freedom. My approach is to tailor the planning process to fit your wants, needs and personality.

For example, do you prefer to get lots of information and details, or do you prefer an overview approach that keeps things simple? When it comes to investing, how much risk are you willing to take?

Are you putting money away with no clear plan in place?
If you’re just not sure where to start, you’re in the right place!
Whether you have career to pursue, a family to support or you’re ready to retire, I will help you develop sound money habits so you can maintain a lifelong financial balance and pursue your goals.

Together we can review a variety of investments to create a functional and personalized portfolio. As an independent financial advisor, my fiduciary pledge is to provide insight and recommendations that are always in your best interest.