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of Good Advice

Leverage our expertise and embark on a transformative journey to financial freedom and security

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Why Work with Independent Financial Professionals?

As Independent Financial Professionals we act as fiduciaries by focusing on our clients' best interest. We are committed to providing our clients with personalized and unbiased recommendations and expertise they need to navigate the complex world of finance.

Growing Together

We are not interested in selling any particular products to generate commissions, instead we offer fee based arrangements allowing us to grow together with our clients.

Client-Centric Solutions

We are not beholden to specific products or strategies of any particular investment firm but are free to recommend what’s truly the best fit for our clients' unique goals and objectives.

Services

"Without counsel purposes are disappointed: but in the multitude of counsellors they are established"

Proverbs 15:22

Financial Planning process and technology

Good Technology makes Planning Better!
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We steer clear of cookie-cutter Financial Planning

Instead, our process begins with a deep dive into your unique situation and circumstances, allowing us to craft a plan that is authentically yours.

 

Our process is simple and designed to help you think through your goals and input relevant personal and financial information from the comfort of your home.

a little bit more About Us...

...now that you know the benefits of working with Independent Financial Professionals, here is a little bit more about who we are and what we do. We are a boutique Wealth Management firm that provides comprehensive Financial Planning and Investment Management services tailored to your unique needs and circumstances.

Our mission is to make quality Financial Planning and Investment Management services available to anyone who strives for financial freedom and security. Whether you're a young professional, mid-career established individual, preparing for retirement, or already retired, we’d be honored to provide you with the right tools and personalized guidance to help you achieve your financial goals. ​ We'd love to chat with you and offer a free consultation to discuss your financial future. We'll take the time to get to know you and figure out exactly how we can help you on your financial journey.

Meet The Team

Tim Hohulin

Tim Hohulin, ChFC

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With a wealth of experience gained over almost 4 decades in the financial industry, Tim continues to place the utmost importance on his clients, leveraging his vast knowledge to provide personalized financial advice and mentoring the next generation of fine professionals.

Tofig Mammadov

Tofig Mammadov

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Placing clients' needs at the forefront of his practice, Tofig utilizes array of innovative solutions to gain a comprehensive understanding of clients' unique circumstances and deliver tailored and holistic financial planning solutions that provide exceptional value.

Brett Heiniger

Brett Heiniger

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With 20+ years of experience as a software developer and a degree in Finance, Brett brings a diverse skill set to our team. Focusing on customized solutions for his clients, his organizational skills and attention to detail make him a valuable partner in their financial journeys.

Pricing

We believe in empowering our clients on their wealth journey through a flexible and transparent pricing model. With our subscription-based financial planning services, clients can choose between convenient quarterly or annual payment options, ensuring affordability and flexibility that suits their preferences. Additionally, when clients want to take advantage of our investment management services they receive a $200 discount on financial planning fees for each $50,000 allocated under our management.

Financial
Planning
fees

First Year - $500/quarter or $1600/year
Second Year and on - $250/quarter or $800/year
$200 discount per each $50,000 allocated under our management

investment
management
fees

1.50% on the first $500,000 we manage
1.35% between $500,000 and $1,000,000
1.25% between $1,000,000 and $2,000,000
0.50% between $2,000,000 and $5,000,000
0.25% on the amounts above $5,000,000
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