Independence Financial, LLC
Our Mission
Since 1932, Independence Financial, LLC has been enriching the lives of business owners and individuals by helping them plan for retirement, provide for their family, and protect their business interest.
We work with private businesses to implement turnkey retirement and executive benefit plans that include product, ongoing plan communication, and complete administration. We provide retirement and estate planning to the executives and Owners, and complete financial services to the employees and our individual clients.
Company History
Warren F. Coe pioneered the pension plan for use in closely held corporations in the 1940’s. Shortly thereafter he developed the concept known today as a "prototype" plan. He was truly a nationally recognized leader in the pension and retirement plan business. Mr. Coe continued an active role in the organization until his death in 1983.
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