Events

live/in-person, virtual meetings, & workshops.

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Financial Bootcamp

Build, Preserve, Enjoy and Transfer wealth

Boomer Financial Bootcamp is a two-part series that covers topics to help you feel confident with your retirement plan. If you are nearing retirement or currently retired, and want information unique to today’s financial challenges and opportunities, register to attend our upcoming workshops.

Client Events

Monthly Graduate Classes
Annual Summer Kickoff Party
Annual Boat Cruise (August)**
Annual Holiday Party (December)**
 Semi-Annual Boardroom Meeting / Market Update (January & June)**

** For client’s with over $1,000,000 of assets with our firm.

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Always Only a Phone Call Away

Have a question or want to schedule an appointment? We love to take phone calls and host in-person meetings. We’re happy to answer any questions you might have, or share with you our unique process that is more than 30 years in the making!

40900 Woodward Ave Ste 300 Bloomfield Hills, MI 48304

P: 248-594-8112

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Financial Independence, LLC is not a registered broker/ dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Check the background of your financial professional on FINRA’s BrokerCheck.

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