Resources — Independence Wealth Advisors

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

Get Started

Confidential Profile

Download

Risk Profile

Take Test

Investment Philosophy

Download

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Contact

Independence Wealth Advisors
6480 Rockside Woods South
Suite 130
Independence, OH 44131

Phone: 216-268-3888
Fax: 216-472-8700
Info@iwadirect.com

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investment Advisory Services offered through Independence Wealth Advisors, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Independence Wealth Advisors does not offer legal or tax advice.

Logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

Insurance products and annuities offered through Christopher Charles Kichurchak, OH insurance license #604228.

1620061-0721

Financial Resources