Our Firm

Independent Financial Strategies' financial representatives offers a portfolio of products and services. We provide state of the art reviews and guidance for businesses and individuals. We work with a wide range of clients of all ages and at any stage of the planning process, everyone receives the same superior service.

Our representatives offer the following services:

• Retirement & Investment Guidance
  
• Individual & Group Insurance Products - Health, Life, Disability, Long Term Care & Medicare
  
• Certified agent for the Federal Facilitated Marketplace (ObamaCare)
  
• Business Succession Planning
  
• Employee Benefits
  
• Executive Benefits
  
• Business Strategies

Our representatives also offer sophisticated impartial solutions. We represent leading companies in the industry which allows us access to quality programs as well as providing an unbiased approach to providing solutions.

Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave., Summit NJ 303.797.9080. 

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct of indirect technical or system issues of consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving Independent Financial Strategies and assume total responsibility for your use of the sites you are visiting.

Privacy: Any information sent to this firm via e-mail or through the website is not encrypted. Viewing or transmission of information from this website does not create an advisory relationship between you and this firm, nor is it intended to do so. The only personal information we will obtain from you when you visit our site is the information you voluntarily provide.Examples may include a request for a quote, or providing an e-mail address when contacting us.We do not sell or disclose any non-public information for marketing purposes outside our firm.

IRS Circular 230: The information contained herein does not constitute investment, financial, tax or legal advice. Further, this information is general in nature and is not intended to be reflective of any specific plan. Please contact your personal investment, financial, tax or legal advisor regarding your specific needs and situation. In compliance with IRS Circular 230, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document

Important information about professional credentials: Because of systematic limitation of the internet, this website may communicate information about credentials that are not approved in all states or jurisdictions. Thus, we remind clients that although a credential may represent the evidence of an ethics certification and ongoing educational efforts by a representative, no credential can guarantee that a representative is the best advisor for you. Before doing business with any investment professional, all investors should check with their state securities and insurance regulators to determine whether the individual is properly licensed and if there have been any complaints or disciplinary problems involving them or their firm.All potential investors can check the status and disciplinary history of any registered representative with FINRA at http://www.finra.org/Investors/ToolsCalculators/BrokerCheck Investors can also request a copy of an Investment Advisor's Form ADV, contact the Better Business Bureau, and any other professional organizations associated with the credential that isdisplayed. Also, an investor can contact FINRA to access the qualifications for the credential and consider the applicability of the education to your personal issues (http://apps.finra.org/DataDirectory/1/prodesignations.aspx). An investor is encouraged to request all applicable reports from an advisor, with the expectation of full disclosure, before services are engaged and any personal information is provided.

Important reminder about investing in any security: The investor is advised to carefully read the prospectus and consider the investment objectives, risks, charges and expenses of the investment company before investing. The prospectus contains this and other important information about the investment company. An investor may obtain a prospectus by contacting their advisor or the specific investment company. For the fund's most recent performance data, please contact the fund firm or your advisor. Information presented represents past performance. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Investment return and principal value of an investment will fluctuate; so that an investor's shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher that the performance data quoted. All funds are subject to market risk. No investment strategy or allocation can guarantee a profit or protect against a loss in a declining market.