Financial Independence is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Past performance does not guarantee future investment success. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Asset allocation and rebalancing do not guarantee investment success.
Third-party recognition from rating services or publications does not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. This recognition should not be construed as an endorsement of the advisor by any client. Generally, recognition is based on information prepared and submitted by the advisor. Additional information about the Five Star Award is available by contacting the advisor.
Recognition from the Better Business Bureau should not necessarily be viewed as a measure of customer satisfaction with an investment advisory firm. Letter grades do not guarantee future investment success.
Hyperlinks on this website are provided as a convenience. We disclaim responsibility for information, services or products found on websites linked hereto.
Certain website content has been created by third-party providers such as Forefield/Broadridge.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Tax and legal information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Financial Independence is not engaged in the practice of law or accounting. Social Security rules and regulations are subject to change at any time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.