Welcome, I’m Matt Williams, a financial specialist with Independence Planning Group. Perhaps someone you know is worried about their financial future. They may be concerned about running out of money in retirement, unsure if they'll have the funds to send their kids to college, or are questioning if their investments, cash flows and insurances are as optimal as they could be.
While some of these issues may not affect you, millions of Americans are feeling financially disorganized and are frustrated with the fragmented advice and scattered financial life they have been living.
Since 1987, Independence Planning Group has helped people and small business cut through the clutter of their financial world and see what they are financially capable of when taking a complete approach to financial management.
Our site is filled with educational videos, articles and presentations designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular concept or idea. We’ll get back to you quickly with a thoughtful answer.