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
In 2009, we voluntarily became a Registered Investment Advisor (RIA) firm.
Independently owned
We have no sales quotas or corporate interests. We are free from conflicts of interest.
Our Credentials
Working with us means entrusting us with your well-being and we take that responsibility very seriously.
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.
