Independent Means creates customized financial education programs for financial institutions, and delivers added-value seminars, newsletters, and more to financial advisors who want to rise above the commodity market of wealth advising.

• The Source Newsletter. Our bi-monthly e-resource for families with children 5-25+ (Can be co-branded and/or customized)
• Webinars. Access to IMI webinars.
• Consultations and Support. Client or advisor phone consultations on an as needed basis.
• Priority access to IMI live events.
• MoneyScore®. Password protected financial readiness assessment for young people 5-18.
• White papers on timely topics.
• Programs and seminars on a variety of financial education and human capital topics for high-net-worth clients and advisors.