Individual Financial Planning
Learn more on how to qualify for a complimentary Financial Plan
Our Firm
Being independent, and located within all Independent Bank locations, our team is able to provide you with advice free from bias or conflicts of interest.

Our Approach
With the understanding that every investor's goals are different, we tailor our education and guidance to build a long-lasting relationship with you.

Our Services
We deliver a wide array of solutions from financial planning, to employer sponsored retirement plans, and even identify any potential insurance gaps.

Collaborate Financial Plans Virtually
AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress.

"Financial freedom is available to those who learn about it and work for it.
- Robert Kiyosaki
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."