Financial Independence Network

Choose Relationship-Based

Financial Services with FIN

RELATIONSHIPS BEFORE TRANSACTIONS

Do you want transactional or relationship-based service?

Choosing a financial partner is one of the most important decisions you’ll make. It requires openness about your financial life, aspirations, goals, and fears. At Financial Independence Network (FIN), we prioritize transparency, honest communication, and ethical practices. When you partner with us, you gain a dedicated advisor committed to your financial success.


Here, relationships always come before transactions.

Assess and organize your entire financial picture

Financial Planning

Does your financial life feel disjointed? We can help you align your financial steps toward a cohesive plan, meeting your goals faster, reducing risk, and providing confidence.

Goal

Setting

Tailored financial objectives for short-, mid-, and long-term needs.

Budgeting +

Saving

Realistic plans to manage your money effectively.

Risk

Mitigation

Strategies to offset financial risks.

Legacy

Planning

Protecting your assets and fulfilling your wishes.

Investment

Planning

Strategies to grow your wealth based on risk tolerance and time horizon.

Retirement

Planning

Strategies for sufficient savings for a comfortable retirement.

Investment Planning

Make your assets work for you: grow, protect and preserve

Forget timing the market or chasing trends. We help you find strategies that align with your risk tolerance and goals, focusing on tried-and-true methods to grow, protect and preserve your wealth.


Each portfolio is customized to your risk appetite, objectives, time horizon, and tax situation, providing a unique strategy tailored just for you.


FIN hones in on designing you a customized:

Growth Strategy

Long-term capital appreciation through growth-oriented assets.

Income Strategy

Steady income from dividend-paying stocks and interest-bearing securities.

Balanced Strategy

A mix of growth and income investments for balanced risk and return.

RETIREMENT INCOME PLANNING

Manage assets to last your lifetime and beyond

Worried about outliving your savings? Our retirement income planning offers structured strategies to help protect against financial risks.


Our key strategies include flooring, systematic withdrawal, and bucket approaches. We consider all assets and benefits, including defined-benefit pensions, 401(k)s, and Social Security, helping to ensure your retirement assets last your lifetime.

PROTECTION PLANNING

Hedge against financial hardship with insurance

Life’s uncertainties can’t be predicted, but they can be mitigated to protect our loved ones from financial devastation. Our insurance services include:

Life Insurance

Financial support for beneficiaries upon death.

Disability Income Insurance

Income replacement during disability.

Long-Term Care Insurance

Coverage for long-term care services.

Annuities

Guaranteed*, stable income streams.

* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.

Our service philosophy: Experience the T.E.A.M. approach. 

Discover how our services, backed by the T.E.A.M. approach, can help to enhance your financial well-being. Schedule a no-obligation introductory meeting today.

Taxes: Create tax-favorable income streams to help enhance net returns.


Expenses: Reduce hidden fees and costs to help maximize your investments.


Assets: Diversify portfolios to help minimize impact from adverse economic conditions.


Mortality: Design retirement portfolios with income streams that can’t be outlived, adjusted for inflation and market performance.

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