Financial Independence, Inc.

Principal Advisor

408-988-8200
financial.independence@lpl.com

Your Goals, Your Priorities

Our clients want to focus on building success and enjoying life. They also want to have their personal finances in good shape. Unfortunately many people don’t have enough time in their day to plan, research, evaluate and implement all the steps required to stay on course. To maximize their time, they choose to work with a trusted financial advisor.

Financial Independence provides a team approach that offers objective research and advice, along with personalized strategies. Our services are designed to address your specific wealth management needs, working hand-in-hand with your tax and estate planning professionals.