Business Details
30 Years
experience
Your Trusted Partner for Financial Independence
At Independence Financial Advisors, we operate as fiduciaries committed to placing our clients' best interests above all else. Since 1996, our team has built lasting relationships with clients, focusing on personalized financial strategies tailored to individual life stages. Our salaried advisors prioritize objective advice over commission-driven sales, ensuring unbiased recommendations. We collaborate with industry leaders like Fidelity Investments and Schwab Advisor Services to deliver comprehensive investment management solutions. Our community-focused approach emphasizes face-to-face interactions through offices across New Hampshire, complemented by virtual meeting capabilities.We specialize in retirement planning, asset protection, and navigating complex financial decisions like Social Security optimization and Medicare selection. Our five-step process guides clients from initial financial blueprint creation to ongoing plan execution and adjustments. We maintain transparency about investment risks, clearly disclosing that our services are not FDIC-insured and carry potential for loss. Our strategic partnerships with legal and insurance professionals provide clients with multidisciplinary expertise. Through educational content and personalized consultations, we empower clients to achieve financial independence while maintaining control over their assets.
Services
Retirement Planning
Investment Management
Fixed Insurance
Medicare Guidance
Estate Planning
Asset Protection
College Funding
Business Exit Strategy
Social Security Optimization
Financial Blueprint Creation
Details
- Year established: 1996
Highlights and features
- We operate as fiduciaries with legal obligation to prioritize client interests
- Our advisors receive fixed salaries, not commissions, ensuring unbiased advice
- Proven expertise since 1996 with multi-generational financial planning
- Community-based approach with local offices across New Hampshire
- Comprehensive five-step process for actionable financial blueprints
Services
Retirement Planning
Our retirement planning service helps clients determine if their savings will last through retirement while optimizing Social Security benefits. We analyze current financial status, project future needs, and create personalized strategies for sustainable income. Our five-step process ensures comprehensive preparation for post-employment life.
Investment Management
Through partnerships with Fidelity Investments and Schwab Advisor Services, we offer tailored investment solutions that match individual risk tolerance and financial goals. Our approach focuses on long-term growth while maintaining appropriate diversification across asset classes. We continuously monitor and adjust portfolios as market conditions change.
Asset Protection
We help protect clients' assets from potential threats like nursing home costs through strategic planning techniques. Our approach combines insurance solutions and legal structures to safeguard hard-earned savings while maintaining liquidity for current needs.
Medicare Guidance
Our Medicare specialists help navigate complex healthcare options, explaining different plan types and their coverage implications. We provide objective analysis to help clients select appropriate coverage that balances premium costs with potential medical expenses.
Estate Planning
Working with legal partners, we assist in creating comprehensive estate plans that ensure proper asset distribution. Our approach addresses wills, trusts, power of attorney arrangements, and tax-efficient transfer strategies to preserve family wealth.
People
Michael Ventura
President & CEO
With over 25 years in financial services, Michael leads our team in developing client-centric strategies. He focuses on maintaining our fiduciary standards while expanding access to quality financial advice across New Hampshire.
Luca D'Italia
Senior Vice President
As a Certified Financial Planner, Luca specializes in retirement income strategies and market analysis. He educates clients through regular seminars and personalized consultations, helping them navigate complex financial decisions.
Pamela Hannan
Senior Vice President
Pamela brings extensive experience in financial planning and client relationship management. She works closely with clients to develop customized strategies that address both immediate needs and long-term goals.
Paul Gatehouse
Senior Vice President
Paul specializes in retirement transition planning and investment strategy implementation. He helps clients understand their financial options during major life changes while maintaining fiduciary accountability.
Mauricio Trigueros
Financial Advisor
Mauricio provides personalized financial guidance focusing on retirement readiness and asset protection. He works with clients to create actionable plans that align with their unique circumstances and future aspirations.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including savings assessment, income strategy development, and Social Security optimization through personalized financial blueprints.
Are your advisors fiduciaries?
Yes, we are legally obligated to act in our clients' best interests at all times when providing financial advice.
How are your advisors compensated?
Our advisors receive fixed salaries with no commissions, ensuring objective recommendations free from sales incentives.
Do you work with out-of-state clients?
While based in New Hampshire, we offer virtual consultations and can work with clients in other states through appropriate licensing arrangements.
What investment platforms do you use?
We partner with Fidelity Investments and Schwab Advisor Services to provide diversified investment options tailored to individual client needs.
How do you help with Medicare planning?
Our specialists explain different Medicare plans and help clients choose appropriate coverage based on their healthcare needs and budget.
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