From Our Family Legacy to Yours

Optimizing your family’s financial affairs is not just a fiduciary obligation, it’s our passion and purpose.

Our Family Financial Roadmap™, ensures that every aspect of your financial life is organized and addressed. We go beyond ordinary financial planning and surface-level recommendations by truly understanding your family values, investment philosophy, protection requirements and unique circumstances. This allows us to craft a customized financial plan that not only meets your financial goals but is maintained and updated regularly to align with your vision of the future.

By blending our deep expertise in financial, tax, and business planning with the personalized touch of a boutique family office, we provide unparalleled value to our clients. With Clear Advice, you gain an added layer of financial oversight and the confidence to make informed decisions.

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Family Financial Roadmap™ Services

Every family has unique values, aspirations, and challenges. Working in harmony with your advisory team, the Family Financial Roadmap™ is designed to provide:​

Global Financial Oversight: We delve deep to understand your family’s values, investment philosophy, and financial priorities and provide a real-time holistic picture of your unique financial circumstances.​

Proactive Integrated Planning: Your financial plan is crafted to align with your goals and is continuously updated to reflect planning amongst your advisory team and dynamic financial landscape.

Informed Financial Decision Making: Combining deep expertise in financial, tax, and business planning with the personalized touch of a boutique family office, you gain an added layer of financial oversight and the confidence to make informed decisions.

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Empowering Multigenerational Success

Your family’s financial future deserves more than a one-size-fits-all approach.

We believe in preparing not just for the present but for future generations. Our approach integrates multi-generational wealth transfer strategies by engaging second (G2) and third (G3) generations in family governance and financial education, ensuring the continuity of your legacy. Each member of your family receives a tailored Family Financial Roadmap™, designed to keep every generation aligned with your financial vision.

generational wealth

G1 - Wealth Creators

Trust and estate, business succession, philanthropy

G2 - Stewards

Legacy asset protection, trustee/fiduciary, family goverenance

G3 - Beneficiaries

Wealth education, behavioral finance, tax optimized investing

Proactive Advice. Same Fee. No Brainer.

From tax optimization and wealth transfer strategies, we do the work your money manager isn’t – you’re already paying an advisory fee so why not get the clear advice that you deserve?

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8181 W. Broward Boulevard, Suite 370
Plantation, FL 33324

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Clear Advice are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors

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