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.

• Raising Financially Fit Kids seminars for high-net-worth potential and existing clients
• Turnkey and custom subscriber packages for portfolio clients
• Money$core™: financial-competency assessments for 5-to-25-year-olds
• Presentations for 20-somethings, parents, and teens
• Books, kits, support material
• Online support
• MoneyWise™ newsletter and MoneyWise Advisor™
• Resource directory