Broker Check

Individuals

Let us be your personal financial compass.

Protecting your family, your assets and your dreams takes financial expertise, strategic insight, and time. Not easy when you’re juggling business, family and community. We can help guide you toward a secure financial future with:

  • a comprehensive written Financial Plan to help you accumulate, manage and protect wealth;
  • full disclosure of how we are compensated;
  • objective, fee-based advice based on your goals, not product sales or commissions;
  • a dedicated risk management focus as a distinct part of your plan;
  • access to expert third party investment professionals to help design, manage and monitor portfolios tailored to your individual needs;
  • world-class financial planning software and access to your own personal financial website to track your real time progress towards your future goals. See how it works.
  • multigenerational planning relationships to help ensure family continuity.
  • periodic reviews of your plan to help you prevent wealth erosion

Once your plan is complete, you choose how you want to move forward:

  1. Implement your plan on your own.
  2. Work with another advisor.
  3. Work with us and deploy our firm’s deep resources. 

We offer comprehensive financial solutions for one stop shopping.
With access to a wide range of financial services for your personal or business planning needs, working with Randal Poirier and Independence Financial Partners means total convenience for you.

  • Financial Planning
  • Fee-based Asset Management
  • Investment Planning
  • Planned Charitable Giving
  • Insurance Planning
  • Executive Benefits
  • Retirement & Estate Planning*

If you wish, we’ll work proactively with your other family advisors (accountant, lawyer) to help ensure every detail is nailed down. In addition, we can offer investment and insurance products and services from many of the country’s most well respected financial companies through our partner brokerage firm, Signator Investors, Inc. The result: you can benefit from access to best in class solutions.

* The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.

“An investment in knowledge always pays the best interest.” -Ben Franklin