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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 someone you trust.

Rick Campbell, our founder, started Financial Independence with the philosophy that building trusting relationships and always doing what is in the best interest of our clients, brings meaning to all our lives.

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Integrity & passion are what drive us to do what is best for our clients.

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Fiduciary

In 2009, we voluntarily became a Registered Investment Advisor (RIA) firm.

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Independently owned

We have no sales quotas or corporate interests. We are free from conflicts of interest.

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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.

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Let us help guide you along the way.