Independent Wealth Consultants
Who We Are
Independent Wealth Consultants was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.
To empower and impel our clients to make informed financial decisions based on independent advice and provide service that exceeds their expectations.
We want you to understand how we work with you and what it takes for us to build a successful working business relationship.
- You and your interests come first. We succeed by helping you succeed.
- The resources of our firm are behind us to help you pursue your goals.
- We are committed to understanding you, your personal and financial needs, as well as your tolerance for risk.
- We will help you understand our recommendations to set realistic expectations about the long-term performance and risk of any financial choices you may make.
- We will provide timely account and transactional information which reflects any positions you hold with LPL Financial.
- We will provide you with exceptional service.
- We are available for regular conversations with you about the status of your financial plan and any of the financial choices you have made and to discuss any new changes in your personal profile.
- If you have any issues or concerns, we will make it our priority to address it.
- We will always do our best to build and justify your trust in us.
Working together to reach your goals also requires a commitment from you.
- To provide all relevant information about your financial condition, goals, risk tolerance, time horizon as well as any changes to this information.
- To review and understand the recommendations made and review and understand the strategies and any materials provided to you.
- To ask questions if you are uncertain about any aspect of your plan.
- To meet with us regularly to review your financial plan and investment position.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 956-683-1818.