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At The Independent Group of CompaniesSM, we provide assistance in the following areas:

Independent Planning Group, Inc. , a Registered Investment Advisor:

Financial Plans for Individuals, Businesses and Trusts, incorporating:

  • Income Tax and Cash Flow Planning
  • Portfolio Design and Analysis
  • Debt Management
  • Plans for Retirement or Financial Independence
  • Estate Plans
  • Personal Risk Management
  • Business Plans
  • Trust Planning

Independent Planners Action Group, Inc. A Service Provider For Licensed Insurance Agents:

  • Stocks, Bonds, Mutual Funds*
  • Limited Partnerships*
  • Unit Trusts*
  • Brokered Certificates of Deposit*
  • Money Market & Checking Accounts*
  • Tax Advantaged Investments*
  • Real Estate (Syndicated)*
  • Research & Development*
  • Asset Management*
  • Treasury Bills / Bonds / Foreign Dollar Notes*
  • Life Insurance/Annuities*
  • Disability Insurance
  • Group Heath & Accident Insurance
  • Long Term Care Insurance
  • Insurance and Investment Services for Banks and Credit Unions
  • International Trusts & Global Banking Services

*Through FSC Securities Corporation

Independent Compensation Consultants, Inc. An Employee Benefits Consultant and Service Provider to Fiduciaries:

  • Qualified Plans
  • Non-Qualified / Deferred Compensation Plans
  • Group Benefits and Cafeteria Plans
  • Payroll and Leased Employee Services
  • Money Management
  • Family Trusts, including: Charitable Remainder, Education, Life Insurance, Testamentary

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results.

We can help you attain those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.