About Us
Experience, Insight, and Objectivity.
That’s what enables us to reach the destinations that individuals and nonprofits seek.
Our practice is led by Randal Poirier, ChFC®, Financial Planner and Partner with Independence Financial Partners- a leading southern New England financial services firm. He has a proven track record of helping clients secure their financial futures with comprehensive planning and objective advice. As a fiduciary, he is held to the highest of ethical standards to act in the best interests of his clients.
Clients can benefit from his insightful perspective and in-depth knowledge of key financial planning disciplines including investments, insurance, taxation, retirement and estate planning. He and his team have a single objective: help clients feel confident that all of their financial planning needs are being cared for.
As a small firm, our personal service is our trademark and the reason clients remain with us long term, engage us for multiple generations and recommend us to their friends. We promise:
- objective advice based on your needs, not on commissions.
- an uncommon level of engagement to understand the intricacies of your needs and goals.
- to protect your financial future as we do our own, using a focused risk management lens to view every step we take together.
- concierge-level personal service that will delight you, including returned calls within a business day.
- direct access to senior-level expertise to answer all of your questions.
- clear and complete explanations of financial concepts so you’ll feel confident making informed decisions.
- complete transparency on how we are compensated.
- proactive involvement with your other personal advisors, such as your accountant or attorney, to create a coordinated approach to your planning, if you wish.
Independence Financial Partners has more than 60 financial professionals and offers a comprehensive range of investment and insurance products from many of the country’s top financial services companies. We have been helping individuals, families and businesses achieve their financial goals for over 100 years.