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Your Goals, Your Priorities Creating Your Financial Road Map One Step At A Time An Arm and a Leg Choosing a Mortgage

Working with you at the intersection of life and moneyTM

We understand that individuals face unique challenges as they prepare for and enjoy their retirement.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or
estate purposes, our personalized service helps synchronize your needs and wants with your financial goals and objectives.

Principal Advisor Marit MacDonald has over 20 years of experience in financial planning and investing. 
With a knowledgeable team of helpful associates, Financial Independence can help you address your needs of today and for many years to come.

Someone once said that "a goal without a plan is just a dream".
We look forward to working with you to define your goals and put a plan into action for all the stages of your life.