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At Independent Financial Solutions, L.L.C., we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We are also available to help with your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our team has helped many investors just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Karen E. Schulz-Fortney

Executive Assistant

(719) 265-5091

(719) 265-8562

As our Executive Assistant, Karen E. Schulz-Fortney brings over 40 years of administrative expertise and experience to Independent Financial Solutions, LLC.. Prior to joining our team, Karen served in a variety of impressive positions...

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Cambridge Investment Research, Inc.

(800) 777-6080

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $70 billion assets under management, nearly 700 home office associates, and over 2,900 independent registered...
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Scott H. Fortney

Investment Advisor

(719) 265-5091

(719) 265-8562

Scott H. Fortney has realized over three decades of experience in the world of finance. Scott is currently the President of Independent Financial Solutions, L.L.C. He also serves as an Investment Adviser Representative with Cambridge...

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