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SMARTER WEALTH MANAGEMENT

SMARTER WEALTH MANAGEMENT

Welcome to the Website of Independence Investment Associates & Services, Inc.

Independence Investment Associates & Services, Inc. (IIAS) provides personal financial planning, as well as investment advisory services for its clients.

Financial plans are a way for our clients to better understand and visualize the impact of their financial options, so they can make better and more informed decisions regarding their financial future.

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RETIREMENT PLANNING

RETIREMENT PLANNING

You've worked hard and now its time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

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COLLEGE PLANNING

COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

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BUSINESS PLANNING

BUSINESS PLANNING

We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.

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MEET OUR TEAM

MEET OUR TEAM

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skill's necessary to help you succeed.

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INTELLIGENT STRATEGIES

INTELLIGENT STRATEGIES

IIAS also provides investment advisory services to help its clients better manage all of their investments.  By utilizing a disciplined investment strategy, IIAS develops investment portfolios for their clients that are consistent with their risk profile.

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