HELPFUL INFORMATION

Business Services

At Independence Financial Advisors, we understand that business owners have unique challenges in running a successful business. Independence Financial Advisors has put together a very comprehensive list of financial products and services for the business owner. We make it easy to find information in one convenient location. We’re dedicated to educating our business clients on a variety of important financial topics and tools including:

Retirement Planning

  • Traditional IRAs
  • Roth IRAs
  • Simplified Employee Pension
  • Simple Plans
  • 401k Plans
  • Deferred Compensation Plans
  • Defined Benefit Plans

Employee Benefits

Health Insurance
No matter the size of your business, we can help find the plan that will fit your budget and the health needs of you and your employees.

Group Insurance
Group Insurance provides coverage for business groups of 1 person or more. There are several insurance providers in the State that offer Group Insurance for:

  • Group Life Insurance
  • Group Disability Insurance
  • Group Long-Term Care Insurance
  • Group 529 College Savings Plans

Business Continuation Services

  • Key Man Insurance
  • Buy/Sell Agreements

Find out how we can help your business succeed. Contact us to schedule a complimentary initial consultation.