Comprehensive Planning
Ongoing financial plans tailored to individual needs and goals.
Independence Financial Consultants
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About Independence Financial Consultants
Provides ongoing comprehensive financial planning tailored to individual needs and coordinates advice with clients' professional advisors. Services address business growth and protection, succession and tax planning, cash flow, employee relationships, executive bonuses, compensation plans, stock options, and estate planning. Professionals can receive guidance on debt management, employee benefits, job changes, retirement, and tax matters. The firm works with small business owners, executives, and other professionals in Philadelphia, helping them evaluate financial products and organize decisions affecting business, family, and long-term goals. Its specialties include planning for business owners and executives, with advice covering compensation, estate and tax considerations, retirement, and cash flow.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Business Owner Guidance
Advice on growth, succession, tax planning, and cash flow.
Executive Planning
Guidance on compensation, stock options, estate, and tax matters.
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