WHAT WE DO

Quite simply, we strive to protect and grow your money and, where needed, develop a holistic plan to ensure a smooth transition through life's financial phases. Could there be setbacks? Yes. As you know, there are no guarantees. But all the more reason for having a well-developed plan to minimize the downside and maximize the upside. Your money is too important - and financial products are too complex - to invest without a solid long-term plan.

Financial Planning

Investment Management

401(k) or 403(b) Investment Review

Social Security

Rick Campbell, President of Financial Independence, and Mark Lavallee, Vice President, receive theFive Star Professional Wealth Manager Award for the third year in a row. The recognition isthe largest and most widely published financial services award program in North America. Award candidates are evaluated against ten objective criteria including educational and professional designations, credentials as a Registered Investment Advisor, favorable regulatory and complaint history reviews, client retention rates, client households served, and assets under management.

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Financial Independence