Tailored Advice for Every Stage of Life








At Independent Planner LLC, our first job is to learn about you. We need to discover your needs, goals, priorities and preferences. What do you own, earn and spend? When will you need your invested assets? We use our experience to translate your competing goals and various priorities into an understanding of your attitude towards financial markets, volatility, gains and losses.

As our company name states, we are Independent Planners. Independent means we are independently owned and operated by experienced professionals. As independent representatives, of LPL Financial, 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 pressure to invest in a proprietary product or "in-house" recommendations. We are guided by a high standard 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.