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Independent Financial Solutions

Growth, Protection, and Integrity

Our Services

Our goal with an Income for Life plan is to help you manage your assets to last throughout retirement. We create a road map, designed in partnership with you, using a 4-step process

Income for Life

Our goal with an Income for Life plan is to help you manage your assets to last throughout retirement. We create a road map, designed in partnership with you, using a 4-step process
If you are dealing with a long-term care crisis for an aging parent, the Eldercare Financial Plan will become your roadmap on how to pay for Home Health Care, Assisted Living or Nursing Home costs in the most tax efficient, cost effective way possible.

Eldercare Financial Plan

If you are dealing with a long-term care crisis for an aging parent, the Eldercare Financial Plan will become your roadmap on how to pay for Home Health Care, Assisted Living or Nursing Home costs in the most tax efficient, cost effective way possible.
Coordination of Legal Documents, Beneficiary Reviews, Wealth Distribution to Family or Charity, we work closely with a team of Board Certified Estate Planning Attorneys to meet all eldercare needs

Estate Planning

Coordination of Legal Documents, Beneficiary Reviews, Wealth Distribution to Family or Charity, we work closely with a team of Board Certified Estate Planning Attorneys to meet all eldercare needs
Tax Return Review, Strategies to Reduce Tax Burden, Business Tax Efficiencies, Tax Advantaged Retirement Plans, Tax Considerate Elder Care Plans

Tax Planning

Tax Return Review, Strategies to Reduce Tax Burden, Business Tax Efficiencies, Tax Advantaged Retirement Plans, Tax Considerate Elder Care Plans
Actively Managed Portfolios, Strategic and Tactical portfolios, Income Producing Investments, Non-Correlating Asset Classes, Strategies focused on Protecting Your Principal

Investments

Actively Managed Portfolios, Strategic and Tactical portfolios, Income Producing Investments, Non-Correlating Asset Classes, Strategies focused on Protecting Your Principal
For individuals with a minimum investable assets of $500,000 or more (our household account minimum per family), we offer our investment management for a fixed management fee.

Asset Management

For individuals with a minimum investable assets of $500,000 or more (our household account minimum per family), we offer our investment management for a fixed management fee.
Based upon fee for service, we offer comprehensive financial planning services. These services include a customized cash flow projection for each family, calculations, long term strategic models, and risk management. planning.

Comprehensive Financial Planning

Based upon fee for service, we offer comprehensive financial planning services. These services include a customized cash flow projection for each family, calculations, long term strategic models, and risk management. planning.
Life Insurance, Insurance Needs Analysis, Long Term Care - Health or Life Based coverage, Oversight of Medicare Supplements or Burial Policies, Review of Existing Policies

Insurance Coverage

Life Insurance, Insurance Needs Analysis, Long Term Care – Health or Life Based coverage, Oversight of Medicare Supplements or Burial Policies, Review of Existing Policies
Social Security & Company Benefit Coordination, 401K Rollover Planning, Pension Analysis, Education on Retirement Plan Options, Realistic Goal Setting,

Retirement Planning

Social Security & Company Benefit Coordination, 401K Rollover Planning, Pension Analysis, Education on Retirement Plan Options, Realistic Goal Setting,

Our Managing Partners

Managing Partner

Managing Partner

Morgan N. Marx, CFP®, CLTC®, ChFC®

Managing Partner

Managing Partner

Michael A. Schellinger RICP®, CLTC®, NSSA® 

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