Overview.
This Independent Financial Services website exists to provide clients and potential clients with information concerning our firm and our professional services. We have an excellent client-retention rate and we are extremely proud of the high-quality services that our firm provides. We are truly knowledgeable on all aspects of the Spendthrift Trust and how the Spendthrift Trust can be used to grow wealth while fully protecting your assets.
Please feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Our Experience
Independent Financial Services has been in business for over 41 years and has been working with Spendthrift Trusts for over 31 years.
Our firm handles accounting and tax returns for Beneficial Spendthrift Trusts (a family Trust) as well as Business Spendthrift Trusts. This is our specialty. We do not do Personal, Sole Proprietorship, Partnership, Sub S Corporation, or Non-Profit organization tax returns.
Our clients are in all 50 states and in various overseas locations.
Our Specialty: Spendthrift Trusts
We sell Trusts but go well beyond just selling them. We also do Trust tax returns, bookkeeping, prepare financials, and provide management assistance and advise for your business and your Spendthrift Trust.
Results
Independent Financial Services works with you on a personal level to determine the best solutions for your unique needs to ensure that your Spendthrift Trust is providing you the best Asset Protection and Tax assistance possible. We then leverage our seasoned expertise to achieve the best possible results for you, your family, your business, and your Trust.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services to ensure your success with your Trust, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you. We are available Monday through Friday, 10:00AM to 6:00PM central time by phone or email to aid you with your Trust all year not just during tax season.
