THE TEAM

Nothing is more important than providing our clients an exceptional experience, one that is driven by a genuine concern for people and guided by a set of core values defining who we are.

WHAT WE DO

Quite simply, we strive to protect and grow your money and, where needed, develop a holistic plan to ensure a smooth transition through life's financial phases. Could there be setbacks? Yes. As you know, there are no guarantees. But all the more reason for having a well-developed plan to minimize the downside and maximize the upside. Your money is too important - and financial products are too complex - to invest without a solid long-term plan.

OUR CORE SERVICES ARE

Financial Planning 

Investment Management

401(k) or 403(b) Investment Review

Social Security

 

AWARD WINNING ADVISORS AT FINANCIAL INDEPENDENCE

Emblem-WM2016-vertRick Campbell, President of Financial Independence, and Mark Lavallee, Vice President, receive the Five Star Professional Wealth Manager Award for the second year in a row. The recognition is the largest and most widely published financial services award program in North America. Award candidates are evaluated against ten objective criteria including educational and professional designations, credentials as a Registered Investment Advisor, favorable regulatory and complaint history reviews, client retention rates, client households served, and assets under management.

 

 

THE SEMINAR SERIES 

These three to four minute educational videos provide an engaging introduction to some of the basic concepts of financial planning and wealth management.

Additional videos under RESOURCES.