About Us

Independence Investment Associates & Services, Inc. (IIAS) provides personal financial planning, as well as investment advisory services for its clients. Each financial plan is created based on the individual needs and objectives of our 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. Since life hardly goes as planned, financial planning is truly an on-going process and not a one-time event. We look to develop long-term relationships with our clients and advise them throughout their financial lifetime. Our experience enables us to blend the science of financial planning with the art of financial planning. A financial plan that incorporates the most up-to-date strategies that a client will feel comfortable with and follow.

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. A custom drafted investment policy statement is the blueprint and provides the guidelines for those who wish to proceed on their own. For those clients wishing more assistance, IIAS can also help with the implementation of their investment policy. In order to maintain its independence and minimize any conflicts of interest, IIAS conducts its own performance reporting and statements. This allows IIAS to consolidate and track numerous investment accounts such as employer retirement plans, brokerage accounts, IRA’s and even children’s educational funds.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at kelvinchen@iias.us or call us at (888) 421-7799. We look forward to hearing from you.