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Hello, and welcome to the Independent Group of Companies! Where we offer comprehensive financial planning for businesses, trusts and individuals. It is our mission to understand our clients, create custom plans and then deliver top-level service. Please browse this website to find out more. In the “Company” section you will learn more about myself. In the “Products and Services” section you can learn about the wide-selection of products and services we offer. Finally, If you have any questions or would like to meet to discuss your situation, please use the “Contact” section to reach out. We can’t wait to work with you!
The Independent Group of Companies is an umbrella for three interrelated financial service companies. Each specializes in a segment of the planning or implementation process that results in comprehensive financial programs for individuals, businesses and trusts.
Independent Planning Group, Inc. - Financial Planning for Individuals, Businesses and Trusts
Independent Planners Action Group, Inc. - Investment*, Insurance and Asset Management Services
Independent Compensation Consultants, Inc. - Offering Payroll Services, and Group Benefit and Trust Administration
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The Independent Group of CompaniesSM provides complete financial service. The organization you trust to help you with your financial planning can also implement the plan for you, eliminating the need to establish new relationships. We do not "bundle" our services, so you can use only those that you want or need.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."