Independence Wealth Advisors
Independence, Ohio’s Source for Your Retirement Plans
Independent financial firm offering complete objectivity and unbiased advice with a full range of investment and financial services.
About
Independence Wealth Advisors is an independent financial firm committed to offering complete objectivity and unbiased advice. We offer a full range of investment and financial services and have access to a wide array of solutions.
IWA strives to build long-lasting relationships with our clients, offering ongoing education and guidance.
Services
Retirement Planning
Helps clients plan for retirement by understanding their goals, risk tolerance, and current financial situation to create a comprehensive retirement plan.
Asset Management
Builds and manages portfolios tailored to individual risk tolerance and financial goals.
Tax Planning
Helps clients optimize tax strategies to maximize returns and minimize tax obligations.
Long-Term Care
Plans for long-term care needs to protect assets and ensure financial stability during retirement.
Life Insurance
Provides life insurance solutions tailored to protect loved ones and support retirement goals.
Estate & Legacy Planning
Ensures assets are preserved, distributed according to wishes, and minimizes estate taxes.
