Our Services

Independent Financial Resources, LLC is a professional investment advisory firm headquartered in Mason Ohio and dedicated to the retirement and estate planning needs of its clients. We work with individuals from all walks of life to either help build assets for tomorrow or to protect, preserve and pass assets on to loved ones and charitable institutions. Your objectives may include:

  • Providing a retirement income
  • Reducing the burden of taxes
  • College funding for children or grandchildren
  • Addressing the effects of inflation
  • Maximizing wealth transfer
  • Transferring retirement plan assets when changing jobs
  • Charitable giving

To help you try to achieve these objectives, our services include:

  • No cost review of your current financial situation
  • Investment management
  • Retirement planning strategies
  • College funding advice
  • Referrals to qualified estate planning attorneys, accountants and other professionals
  • Lump sum distribution advice
  • Insurance needs analysis