Our Team’s Vivid Vision Statement of 2027.
Start by watching below.
The year is 2027
and our team has reached 4 major milestones.
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Our advisers are nothing without the staff to support them. To assist our advisers in their relentless pursuit of creating amazing retirements, our firm has added 3 new team members:
-Operations Director
-Dedicated CPA
-Paraplanner Advisor
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Because our advisers do such a great job of creating retirement plans that focus on the protection of principal, creating streams of income, and tax optimization, our revenue has reached a milestone. This revenue has allowed our team to invest in the best team members, technology, office, appreciation events, and marketing events. Because of our large reinvestment in our firm, our revenue is expected to continually climb regardless of the economic climate our team faces. Our reinvestment into the firm creates an atmosphere that is full of energy and enthusiasm.
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Our office is constantly receiving 50+ phone calls per month from couples trying to become first-time clients. Unfortunately, if they are not referred by a current client or a live event attendee, they are placed on a waiting list since our commitment to our current households outweighs bringing on new ones. Every household eagerly checks their mailboxes for cards and gifts during their anniversaries, birthdays, and major holidays because they know our team appreciates them as clients and sends them nothing but the best! Referrals are our main source of new clients as our current clients cannot help but talk about our team.
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Living up to our namesake, our team remains an independent firm. Because of this autonomy, our team remains unbound to quotas or minimums when it comes to working with broker dealers. Our independent status allows our team to continually sift through the product marketplace to find tailored solutions best suited for our clients, regardless of the name on the box.
What We Do
We create retirement plans focused on:
-Principal Protection
-Lifetime Income
-Tax Efficiency
Being a Team Member in 2027
Our core belief is in the relentless pursuit of excellent client service through our daily, weekly and quarterly interactions with clients and our commitment to creating retirement income plans that allow our clients to truly enjoy financial freedom during their golden years.
Our firm is regarded as “the firm to work with” as a client or, “the firm to work for” as a team member. In 2027, this looks like gym memberships, generous vacation time, free lunch (it exists!), staff appreciation events, spot bonuses, and more! Although medical, dental, 401(k), Roth 401(k), HSA, etc. are provided, those are just the base of the cake. We just have more frosting!
Our team members have the flexibility to work from home but most of us actually like coming into the office since we have lunches prepared daily and the best coffee, refreshments, snacks, and chess sets around.
Giving back to our community is a critical value of our team. Our team members are encouraged to pick an organization they love, and present this organization at our annual Give Back event where it can be voted in to become the next major recipient of donations for the following year. Endependence Financial not only donates to causes our team cares about, but we also give our team members paid volunteer time where they can serve their favorite organizations!
Our team truly believes in working hard so that we can play hard. So, when our 12-week goals are met, the team goes on a vacation to celebrate!
Future Office Space
In 2027, Endependence Financial will occupy an entire floor of the La Terraza Corporate Plaza on La Terraza Blvd., but some of our team members are completely remote!
Private front-row parking for our clients? We got it. Personnel waiting to open the door and show you to the lobby? Check. Our clients are greeted by name by friendly front desk staff who are genuinely excited to see them and promptly brings their favorite refreshments and snacks without even asking.
The main lobby possesses the allure of a living rather than a waiting room. The furniture is tastefully modern, yet comfortable, as it should be!
The adviser then comes out to greet our clients and takes them to the main meeting room where a solid wood table slab is the focus of the room. No whiteboards are needed here! A smart screen giant TV is screen sharing the Surface Pro our advisers use to display plans and proposals. Is that the scent of cedar or mahogany? Oh! Here’s my refill. Where were we? The warm, rich tones of wood grain, green, gold, and beige accompany our mission statement and quotes we live by. Our Endependence Financial logo is backlit in the main lobby behind the front desk, just so you know you’re in the right place!
Every team member has their own workspace, complete with lightning fast internet and premium technology. Elaborate conference rooms and comfy coworking spaces are also available for use, when you’re not setting up another round of chess!
Live Events
These top-notch financial seminars are the bread and butter of our marketing, because that’s where we often meet our new favorite clients!
Unlike people's expectations, these events are NOT a time-share-like presentation; our team knows we are there to truly help people retire confidently. This is not a light-hearted mission and our team is always on their A-game for our live events.
Our team is known for these events, and our clients are constantly referring their friends to attend because of how well they are run.
For people who are not referred to by a friend or family, these people know exactly who Endependence Financial is because of our radio presence, podcasts, Kiplinger articles, YouTube videos, and billboards on the 78 freeway.
Each guest is greeted by huge pull-up banners featuring our speakers at a table draped in our logo. One of our team members is always standing next to the table to ensure each guest receives their welcome packet and name tags with their table number on the back. The name tags are designed from plastic and have a metallic backing that they can take home as a reminder of the first day they felt more confident about their retirement!
When guests arrive at their table they easily find their name tent on their plate. At the center of the table are tri-fold pieces with QR codes linking to Kiplinger articles, Podcast, our website, and our Google business page.
After our advisers present, our team sets first time visits where guests are able to sit one on one with our financial planners to help them retire confidently.
Want to be a part of our vivid vision?
info@endependencefinancial.us
500 La Terraza Blvd.
Suite 150
Escondido CA 92025
Hours
Monday–Thursday: 9am-5pm
Fridays: 9am-1pm
Phone
760.544.2377