Are you meeting with Independence Wealth Advisors? Here are a few documents for you to print, fill out, and bring into your upcoming appointment with us. It’s our goal for you not to be a number, but a new friend of Independence Wealth Advisors. Click the links below to get started.
Budget Simplifier
Confidential Profile
Risk Profile
Investment Philosophy
Don’t have a meeting scheduled yet?
If you’d like to meet about your retirement plan, schedule a meeting with Independence Wealth Advisors today! Fill out the form below to get started: