Wealth management isn’t just for individuals with high incomes.

There are many reasons our customers need wealth management. They are preparing for retirement, managing their investments, or planning for their children’s college education. The knowledgeable wealth management team at Independence Financial Advisors (IFA), a Franklin Savings Bank company, will help you understand your options and maximize your investments, so you can be confident in your financial independence.

IFA offers a variety of online resources, periodic seminars and workshops, and consultations with knowledgeable wealth management professionals who can guide you through your financial options, based upon your personal objectives. The team at IFA works hand-in-hand with our financial professionals at Franklin Savings Bank, so you receive exceptional advice to help you achieve your dreams.

Meet Our Financial Advisors

The IFA wealth management team has over 100 years of combined experience helping families and individuals make smart financial decisions relative to their present and future goals.

Brokerage & Insurance Services

IFA’s wealth management team offers a full-service brokerage platform including mutual funds, annuities, stock and bond options, as well as insurance options to protect your assets.

College Planning

It’s never too early to plan for your children or grandchildren’s future. Our experienced wealth management advisors can help you find the plan that best suits your family’s needs.

Estate Planning

Our estate planning advisors are highly-experienced legal, financial, and insurance professionals who offer the most comprehensive wealth management advice that covers all elements of planning for your estate.

Investment Management

IFA’s wealth management team help customers create a comprehensive portfolio of investments based on your needs and risk tolerance, and will actively monitor your portfolio to help you achieve your goals.

Planning for Retirement

IFA’s team of wealth management advisors will help you create a financial plan that allows you to calculate your retirement expenses, and set attainable lifestyle goals after retirement.

Retirement Income Planning

Our wealth management advisors help you plan for a comfortable retirement with a comprehensive financial plan to track your progress, so your retirement savings meet your needs and are adjusted as needed.

 

Our wealth management advisors are here to help you make the best choices for your future.

Learn more about our solutions below, or call us at (800) 821-1776 to set up an appointment.