Creating your
Best Life
Starts with a plan
Guidance, support and advice throughout your life journey.
Relationships built on trust
Life is a series of transitions, and at times it can be difficult to navigate without the support and guidance of an experienced professional.
Rick Campbell, our founder, started Financial Independence with the philosophy that building relationships and always doing what is in the best interest of our clients, brings meaning to all our lives.
Integrity & passion are what drive us to do what is best for our clients.
Fiduciary
As a Registered Investment Advisor (RIA), we are held to the highest standard of care and must act in the best interests of clients at all times.
Independently owned
We are independently owned with no sales quotas or corporate interests to serve. We work for our clients and no one else.
Transparent Fees
You will always know the fees you pay for advisory services – all fees are fully disclosed. There are no hidden fees.
Balance
Enjoy today while saving for tomorrow.
B
Enrich
Knowledge, wisdom, and a sense of well-being.
E
Simplify
Choices based on near-term and long-term goals.
S
Transcend
Rise above challenges & learn from mistakes.
T
No matter where you are on your life journey.
