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Personal Financial Planning
At Independent Planner LLC. our first job is to learn about you.
Business Consulting
Implementing and maintaining the proper retirement benefits package for your business can be a daunting task.
Insurance Quotes
Our practice is built around a common theme - to put each and every type of investor in a position to capture the best the market has to offer.
Investment Options
At Independent Planner LLC. we provide a complete range of investment services for our clients.
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Whether you're a first time-investor or a seasoned veteran, you can rely on INDEPENDENT PLANNER LLC., to help provide the guidance and support you need to translate investment dollars into the acquirement of lifelong goals and dreams. We listen to you and gain a thorough understanding of your financial objectives and concerns before making investment recommendations.  Your financial well-being is our priority.

As our company name states we are Independent Planners.  "Independence" means we are independently owned and operated by experienced professionals.  As independent representatives, of First Allied Securities, Inc., our brokers have the freedom to choose from a wide variety of products and services - all of which can be tailored to suit your individual investment needs.

With INDEPENDENT PLANNER LLC., you won't have to worry about the imposition of biased advice, the pressure to invest in proprietary product or "in-house" recommendations.  We are guided by the highest standards of integrity, professionalism and personal service. It's all part of our corporate philosophy, and it's reflected in everything we do - from providing you with strategic one-on-one advice to managing your assets through various strategies.

In order to better serve your needs, we've compiled this site detailing the broad selection of products and services we offer.  If you have any questions, just contact us.  Our staff is here to help you with all your investment needs.
Call 1-800.279.0298 or email us with your questions.
 
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Copyright 2003 Independent Planner LLC.
Contact Independent Planner LLC. today at (716).634.8705 - (800).279.0298 - (716).634.1636 (fax)
E-mail:info@independentplanner.com
Securities and Financial Planning Services offered through First Allied Securities, Inc. Member FINRA/SiPC

This site is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.