Independence Wealth Strategies

Our mission is to help you make informed decisions to meet your protection and investment/income needs. Our team of Financial Services Representatives is a trusted source of financial information in our community.

 

 

 


David R. LaBricciosa, CPA
Managing Director

 
 

We have representatives in this office licensed and registered to offer products and services in [PA, NJ, DE, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →