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Our Services

As a Investment Adviser Representative and a Registered Representative with Cambridge Investment Research, Inc., I can offer my clients all the services and benefits they may need. Specializing in long-term fixed-income and equity products, I use a conservative approach towards managing investments when seeking growth and income for clients.

Because financial planning is a multi-faceted process, many people find it complex and confusing, often missing out on potentially rewarding opportunities. After an initial evaluation of your current financial condition, I develop and assist you in the implementation of a strategy specifically designed for your personal risk and tolerance levels.

My topmost priority is to earn your business with superior service, integrity, and the high ethical standards that the Independent Financial Solutions, L.L.C. reputation is built upon.

Areas of service include:

  • Cash Management
  • College (529 Plan)Funding
  • Educational Seminars
  • Estate Conservation
  • Investment Selection
  • IRAs (Traditional & Roth)
  • Portfolio Evaluation
  • Retirement Planning
  • Risk Management