Independent Planner LLC

Independent Planner LLC is a locally-owned and operated financial planning firm based in Amherst, Town of, NY. As independent representatives of LPL Financial, their experienced professionals offer tailored advice and a wide range of products and services to meet individual investment needs. With a commitment to integrity, professionalism, and personal service, Independent Planner LLC helps clients navigate the complexities of financial markets and develop comprehensive plans for retirement, insurance coverage, and wealth management.

Offering 401(k) management, financial planning, and insurance planning, Independent Planner LLC takes a client-centered approach, taking the time to understand each client's unique needs, goals, and preferences. Their independent status ensures that clients are not pressured into investing in proprietary products, allowing for unbiased recommendations and a focus on long-term financial success. With a dedication to staying informed and providing valuable resources, Independent Planner LLC offers newsletters, articles, videos, and calculators to help clients make informed financial decisions.

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