Financial Independence Team

Greenwood, Indiana

5.0 (30 reviews)
Call (463) 200-6777 Visit website →

About

Financial Independence Team, based in Greenwood, Indiana, is a fiduciary firm specializing in retirement planning for individuals and families at various life stages. Founded by Andrew and Krystle Riis, the firm guides clients through a four-step Custom-FIT process that includes educational events, personalized discovery meetings, comprehensive plan development (including portfolio analysis, Social Security optimization, and tax strategy), and ongoing support. Andrew Riis, a financial advisor since 2006, leads client relationships, while the team also includes investment oversight and operations support. The firm operates on a holistic approach emphasizing proactive portfolio management and real-time adjustments rather than market prediction.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4:30PM, Tuesday: 9AM-4:30PM, Wednesday: 9AM-4:30PM, Thursday: 9AM-4:30PM, Friday: 9AM-2PM, Saturday: Closed
SEC registered
No
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