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Active Portfolio Management

At Independence Money, we understand that the financial markets are constantly evolving. To ensure that your investments perform at their best, we offer Active Portfolio Management services that involve continuous monitoring, data-driven decision-making, and strategic adjustments. Our proactive approach is designed to optimize your portfolio’s performance while managing risk effectively.

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Continuous Market Analysis

The cornerstone of our Active Portfolio Management is continuous market analysis. Our team of experienced advisors monitors market trends, economic indicators, and global events to identify opportunities and risks. This constant vigilance allows us to make informed decisions and timely adjustments to your portfolio.

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Data-Driven Adjustments

Financial markets are dynamic, and so are our strategies. We leverage advanced analytics and financial modeling to assess the performance of your investments and identify areas for improvement. By making data-driven adjustments, we ensure that your portfolio remains aligned with your financial goals and risk tolerance.

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Diversification and Rebalancing

To maintain a balanced and diversified portfolio, we regularly rebalance your investments. Rebalancing involves adjusting the allocation of assets to maintain the desired level of risk and return. This process helps to optimize performance and protect your portfolio from market volatility.

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Customized Investment Strategies

Our investment strategies are tailored to your unique financial goals and risk profile. Whether you seek aggressive growth, stable income, or a balanced approach, we customize our strategies to meet your specific needs. This personalized approach ensures that your investments are aligned with your long-term objectives.

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Wide Array of Investment Options

Unlike many financial advisors who are limited by their affiliations with banks or brokerage firms, we operate independently. This independence allows us to offer a wider array of investment options, including precious metals, real estate, and 401(k)s. We partner with trusted custodians like Schwab and Fidelity to provide custodial and managed portfolios that meet your diverse investment needs.

Why Choose Independence Money for Financial Planning?

Holistic
Approach

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We consider all aspects of your financial life to create a comprehensive and cohesive plan.

Personalized
Service

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Our plans are tailored to your unique needs, ensuring that your financial strategy aligns with your personal goals.

Expert
Guidance

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Our team of experienced financial planners provides knowledgeable and actionable advice.

Continuous
Support

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We offer ongoing support and adjustments to your plan, ensuring it remains relevant and effective.

Owner

Benefits

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Provide retirement benefits and tax strategies for entrepreneurs and business owners.

Expert

Coordination

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Coordinate with CPAs and Attorneys to provide comprehensive support.

WHAT SETS US APART?

In a sea of financial advisors, Independence Money distinguishes itself through straightforward honesty and a deep commitment to our clients' best interests. We are an independent, fee-based fiduciary firm, which means our advice is always unfiltered and aligned solely with your financial goals.

Learn More About Us

Have any Questions?

We are here for you

Feel free to reach out, we are happy to answer any questions you may have.


(970) 233-2219
nathan@independencemoney.com

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