Independent Financial Group

Independent Financial Group is a Financial Planner in Sun City West, AZ, located at 13540 W Camino Del Sol # 4. It holds a rating of 1.00 based on 0 reviews.

The firm specializes in providing strategies and guidance for individuals and couples seeking a better lifestyle in retirement. Founding Partner Richard W Bolek CFP® has been a fixture in the Sun City West community for nearly 3 decades. A Registered Principal and a graduate of Drake University with a Bachelor of Science degree in Accounting, Rich has over 35 years of experience in the Tax and financial Planning Industries. He has taught numerous courses for other registered representatives and is a frequent speaker on the subjects of Investment and tax Planning. Originally from Chicago, Rich and his wife Bobbie moved to Wickenburg in 2022 from Glendale, AZ where they raised their three beautiful daughters who all graduated from the University of Arizona.

The company values people first, money second, emphasizing integrity, communication, and service. They provide customized financial strategies to help clients achieve long-term goals and enjoy a more secure retirement. Their approach includes an in-depth evaluation of current financial situations to establish overall objectives, specific goals, and risk tolerance. They do not align themselves with any one investment or insurance company. Securities offered through Independent Financial Group and transactions cleared through Pershing LLC, a division of Bank of New York. Investment strategies may include stocks, bonds, mutual funds, ETFs, institutionally managed accounts, and alternative investments.

They utilize bonds, alternative investments including REITs and private credit funds, and annuities including variable, fixed, multi-year guarantee, and index options. They encourage annuity reviews and use risk analysis to determine portfolio aggressiveness. Strategies may include guaranteed downside protection and living benefit riders. Their affiliation with local attorneys and national trust companies allows for full integration of estate planning at a reasonable cost. They also assist with charitable contributions and long-term health care planning. Securities and Advisory Services are offered through Independent Financial Group LLC (IFG), a Registered Broker Dealer and Investment Advisor. Member FINRA & SIPC.

Independent Financial Group brings nearly 30 years of local experience in Sun City West to help residents navigate their retirement financial independence.

Located on W Camino Del Sol, the business is about a tenth of a mile from North R H Johnson Boulevard and the Arizona Eye Institute.

BizScoreAI awarded the Schema and Structure score a perfect 100 out of 100, which ensures AI assistants and search engines clearly understand the business and its offerings. The Technical score received 85 out of 100, confirming the website is secure and indexable for error-free search engine reading.