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What does financial freedom mean for you?

We provide financial guidance to help you simplify, strategize and implement a plan for your unique life experience.
Schedule a Consultation

What does financial freedom mean for you?

We provide financial guidance to help you simplify, strategize and implement a plan for your unique life experience.
Schedule a Consultation

Lasting partnership, mutual accountability and
trust is in our nature.

Lasting partnership, mutual accountability and trust is in our nature.

When was the last time you felt confident in your financial life plan? Life can change at a very quick clip and there’s a good chance your path has taken a few twists and turns too! Has your big picture plan properly reflected these peaks and valleys?

Uncertainty is real and our job is to help and empower our clients as they navigate and prepare for bright futures that support and propel their dreams. We are advocates for our clients’ success and are passionate about getting our clients closer to physical, spiritual and financial freedom, no matter where they’ve come from and where they hope to go.

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All that we do,
we do with you.

All that we do,
we do with you.

Serving as your financial sounding board and confidante. We work hand-in-hand with our clients to walk them through the financial planning process as they encounter small speed bumps, approach life’s biggest transitions, and everything in between! We’ll work together to empower you with the knowledge needed to feel in control of your finances, make informed financial decisions, and live the life of your dreams.
Read More About Us and Our Approach

Are you…

Determined to pursue your financial goals but also recognize a need for some support along the way?

Curious about how you can improve and optimize your investing and financial planning strategies?

Interested in going beyond financial adequacy and achieving financial empowerment?

So caught up in pursuing your passion and purpose that you feel it’s difficult to devote time to your financial well-being?

At Independent Wealth Strategies, we love working with people who are passionate about their goals! If this sounds like you, we can help you to explore your financial curiosity and engage in the journey that’s right for you.

Let’s Have a Conversation

Imagine having clarity around your finances so you can dream the bigger dream and live the bigger life.

Imagine having clarity around your finances so you can dream the bigger dream and live the bigger life.

You’ve worked hard and you’ve saved well, now what? Here’s how we can help:

Simplification

We will help you simplify and organize your entire financial picture so that all moving parts are working cohesively and efficiently.

Personalization

Each and every client is different, and their experiences since childhood have impacted the way they view their finances today. That’s why we create a plan that speaks to where you’ve been and where you’d like to go.

Empowerment

You’ll gain the confidence to feel like you control your finances — not the other way around — as you pursue financial independence.

Clear the financial fog and
bring your lifetime goals into focus.

Clear the financial fog and bring your lifetime goals into focus.

It’s normal to feel like your financial future is hazy. With some patience, guidance, and careful planning, we will help you along the path to achieving your financial goals.
Start THE Conversation

Find your financial footing

3 Step Process

Get in touch
with us.

Let’s have an open, honest conversation. We encourage you to be vulnerable — we want to know what’s most important to you.

Create a plan that’s unique to you.

We’ll work together to design a financial plan that fits you and your loved ones best.

Be empowered and take action.

Armed with knowledge and newfound confidence, we’ll implement the plan in pursuit of your dreams.

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5601 S. Broadway Blvd, Suite 404
Littleton, CO 80121
Form CRS: Client Relationship Summary

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of
AL,AZ,CA,CO,FL,GA,HI,IA,ID,IL,MD,ME,MO,MT,NC,NE,NV,NY,OH,OK,OR,SC,TX,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Web Design by AlchemyThree | ©2024 Independent Wealth Strategies, All Rights Are Reserved.

Learn More

Linkedin-in

Contact Us

5601 S. Broadway Blvd, Suite 404
Littleton, CO 80121

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of
AL,AZ,CA,CO,FL,GA,HI,IA,ID,IL,MD,ME,MO,MT,NC,NE,NV,NY,OH,OK,OR,SC,TX,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

©2022 Independent Wealth Strategies,
All Rights Are Reserved.