Are you meeting with Independence Wealth Advisors? Here are a few documents for you to print, fill out, and bring into your upcoming appointment with us. It’s our goal for you not to be a number, but a new friend of Independence Wealth Advisors. Click the links below to get started.

Budget Simplifier

Confidential Profile

Risk Profile

Investment Philosophy

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If you’d like to meet about your retirement plan, schedule a meeting with Independence Wealth Advisors today! Fill out the form below to get started:

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