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Reaching Your Version of Financial Success is Just a Few Clicks Away!

01

Schedule Virtual Appointment

Click Below to Choose Your Date.

Set Appointment

02

E-Sign Our agreement

The agreement includes the services we provide, investment process, fees and other disclosures.

Lets Make it Official

03

Subscribe

Choose your plan, any upgrades you wish to include and method of payment       (Credit Cards/ACH/E-Check).

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Privacy & Refund Policy

  1. Full Refund of your fees up to the end of the Initial Consultation.

  2. No Refund if the Financial Planner has begun to work on your plan.

  3. Client's Personal Information is confidential and not sold to any 3rd Party. (click below for Full Privacy Policy) 

Full Privacy Policy
Full Refund Policy
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Securities offered through Interactive Brokers and TD Ameritrade., Member FINRA/SIPC. Advisory Services provided by GH Wealth Management, a Texas Registered Investment Advisory Firm. Insurance Services offered by Alamo Insurance and Wealth Management.

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

All payment data is processed and handled by PaySimple who offer the most stringent levels of security in the payments industry. Your data is always encrypted and 100% secure. Independence Wealth Group does not keep or store any credit card information.

Full refund up to and including the initial consultation meeting (involves Needs Analysis, Goal Setting, Risk Analysis, etc). No refund after the initial consultation meeting concludes and work has begun.

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