Independent Financial Solutions
Growth, Protection, and Integrity
Our Services
Income for Life
Eldercare Financial Plan
Estate Planning
Tax Planning
Insurance Coverage
Retirement Planning
Our Managing Partners
Managing Partner
Morgan N. Marx, CFP®, CLTC®, ChFC®
Managing Partner
Michael A. Schellinger RICP®, CLTC®, NSSA®
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Press & News
Real Life Story video: Jeanie and Tom had an idyllic life
Jeanie and Tom had an idyllic life:
a strong marriage and kids. But
when Tom was tragically killed in a
snowmobiling accident, the world
collapsed for Jeanie and the kids. Grief
overwhelmed them, but thanks to
Tom’s life insurance, financial tragedy
did not. #InsureYourLove
Life insurance belongs to..
Who are the loves of your life?
Whether it be a family member,
partner, child or charity, make sure
you protect their financial future with life insurance. #InsureYourLove
Love comes in all forms.
Happy Valentine’s Day! Today reminds us of the promises we’ve made to our loved ones—to love, cherish, guard and protect. #InsureYourLove
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