Services
Independent Financial Services offers a variety of services to help meet your short-term
and long-term financial objectives.

Comprehensive Financial Planning
• Personal financial statement projections
• Portfolio review
• Asset allocation models
• Retirement planning
• Education planning
• Protection review and suggested modifications of current safeguards
• Estate planning review and recommendations

Ongoing Active Money Management
• Quarterly portfolio summary reports
• Mutual funds
• Stocks, bonds and unit investment trusts
• Advisory services offered through ICA

Investment Management
• Mutual funds, ETFs, stocks and bonds
• Annuities — fixed and variable, insurance
• IRAs, IRA Rollovers, Roth IRAs and 529 plans
• Corporate retirement plans

With your customized investment planning profile, WE CAN HELP YOU determine where you
are financially, analyze your needs and goals, and create a practical strategy to help meet those goals.

 Please call us today (813) 908-2701
 
 
Disclaimer -Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.  Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to sell securities in the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MD, NC, NJ, NY, OH, SC, TN, TX, VA, WV, WI.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a Registered Investment Advisor is not affiliated with First National Bank of Pasco or Independent Financial Services. ICA and Independent Financial Services are separate companies. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are * not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or its affiliates * subject to risks including possible loss of principal amount invested.

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