Carol M. Feathers, Wealth Advisor
Welcome to the Independent Financial Group
Misson
Our company's mission is to provide integrated, comprehensive advice to empower clients to make informed and well-reasoned decisions about their financial life today and to prepare for the opportunities of tomorrow.
Our Services
A comprehensive approach to wealth management is comprised of many key areas. Each area is important individually but managing them collectively, we believe, is the most effective method for financial success.
Among our financial specialties are:
- Developing comprehensive financial plans
- Investment portfolio analysis including managed account services
- Strategies designed for wealth accumulation and preservation of assets
- Developing tax strategies to help you keep more of what you earn
- Retirement planning strategies including the development of retirement income distribution
- Small business planning services including retirement plan establishment and support
- Insurance planning including life, disability, annuities and long term care
- Education planning strategies
- Estate planning and strategies for wealth transference