We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours.
Personalized Financial Services
Let's build a specialized plan for you.
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.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
LPL Financial Advisor
Director of Client Services
Client Support Coordinator
Client Services Associate