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Approach

We Help Solve Our Clients' Problems:

My financial picture is too confusing. 

Our retirement accounts need to improve.

I need both legal and tax advice.

I need help choosing prudent investments.

We Answer Our Clients' Questions:

Will I outlive my money?

How safe are my investments?

Do I need a Trust?

When can I afford to retire?

We Serve All Estate Planning Needs of Our Clients:

We strive to educate our clients on financial matters.

At PAS, we strive to improve the lives of our clients.

PAS can design a complete income program for retirement.

With our estate planning attorney and CPA, we can help in all financial matters.


Your financial goals deserve professional advice!

Let us guide you. . .


For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Independent Financial Group nor its representatives may give legal or tax advice.