Making Work Optional
Mark and Jen, both successful professionals in their late-50s, wanted to take time to travel and enjoy life more but weren’t sure they wanted to completely stop working.
View Success StoryComprehensive wealth management for families and business owners
Retire confidently with a strategic, educational plan
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What are you hoping to achieve?
Everyone has a story. We want to hear yours.
Approach retirement with a plan that factors in your unique goals and objectives.
Delegate your wealth management to an experienced professional
Reduce the amount of taxes you pay to maximize your income and estate
What we do
Spend time doing what you care about most, and let us handle your wealth management
Now that you're getting closer to retirement, you need an expert to manage your money in a way that makes all your hard work pay off.
Our comprehensive Independence Wealth Blueprint™ plans are educational, strategic, and flexible, which gives you the ability to enjoy your life without worrying about your finances.
Whether you need retirement planning in South Jersey or want to explore our services in more depth, we build a plan tailored to your goals.
Explore Our ServicesClient success stories
See how our comprehensive plans have helped others retire confidently
Business Owners in Transition
Alex owned a successful business and as he and his wife, Linda, prepared for retirement they wanted an exit strategy that allowed Alex to benefit from his years of hard work building the business and to transition it to their son that had been working with Alex for the last five years.
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Stay Retired
After diligently accumulating wealth through their working years, Troy and Diane wanted to start to benefit from the years of scrimping and saving to spend more with their four children and seven grandchildren.
View Success StoryWho we are
Our goal is to simplify your finances so you can enjoy life to the fullest.
Independence Wealth was founded out of a desire to help others navigate their personal and financial decisions, no matter how big or small.
We want to get to know you so we can help you reach your goals, whether that be to help your grandkids pay for college, maintain your lifestyle in retirement, travel, or explore a new hobby.
If you're looking for a financial advisor in Voorhees, NJ, learn more about our firm and the team behind every plan.
Learn More About Us
Eric Nelson CFP®, CEPA
Why Independence Wealth?
Always:
- Independent Fiduciary Financial Advisor
- Customized Solutions Unique to your situation
- Disciplined Planning Approach
Independent Fiduciary Financial AdvisorNever:
- Cookie cutter solutions
- Hidden conflicts of interest
- Charge hidden fees
Cookie cutter solutionsStart the conversation
Schedule a consultation to learn about how we can help
Book a complimentary consultation
Review your goals and analyze your finances
Implement your plan, and we'll monitor and adjust as needed
7 Steps You Should Take Before Retirement
The guide will offer you 7 simple steps to take prior to retirement so that you better understand where to focus your attention and what to do to prepare for a seamless transition into your post-career lifestyle.