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Michael Boswak

Advisor at Independent Financial Group, LLC

Updated today
Independent Financial Group, LLC logo

Firm

Independent Financial Group, LLC

Location

Chichester, NH 03258

Credentials

Series 63, Series 65

Industry experience

36 years

Fee options

Fixed

Flat fees charged for financial planning services, negotiated per client agreement.

Percentage

$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee

Commissions

Commissions earned on brokerage products sold by dually licensed IARs.

Project-based

Hourly financial consulting fees generally range from $100 to $300 per hour.

Subscriptions

Subscription-based fees for financial planning charged monthly or quarterly as per agreement.

Other

Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.

Work history

Independent Financial Group, LLC

2025 - Present (1 year)

Ic Advisory Services Inc

2018 - 2025 (7 years)

The Investment Center Inc

2018 - 2025 (7 years)

Signator Investors, Inc.

2016 - 2018 (2 years)

Intersecurities, Inc.

1997 - 2016 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Christy T

Series 63, Series 66

Deerfield, NH

Fidelity

Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

General retirement planning Retirement income strategy Income planning

Shania P

Series 63, Series 66

Dunbarton, NH

Fidelity

Shania Perham is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has developed her career at Fidelity Investments through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a progressive commitment to financial services since 2020. Her approach focuses on collaborating with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower clients to make informed investment decisions and achieve peace of mind for retirement, maintaining long-lasting relationships to support clients as their circumstances evolve. Outside of her professional work, Shania enjoys a range of personal interests including food, social events with friends, spending time at the lake, music, skiing, and traveling.

General retirement planning Wealth management

Benjamin C

Series 66

Concord, NH

Fidelity

Benjamin Collin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at the same firm from 2022 to 2024. In his career, he focuses on partnering with clients and their families to develop comprehensive financial plans tailored to their needs and goals. Benjamin holds an Arkansas Insurance License, which supports his work in providing financial planning and advice. Outside of his professional responsibilities, he engages in family activities, fitness, golf, parenthood, and traveling.

General retirement planning Retirement income strategy Income planning Parents Young Families

Mariah E

Series 63, Series 66

Loudon, NH

Fidelity

Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.

General retirement planning Wealth management

Tiffany D

Series 66

Concord, NH

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Founder/Business Owner Women Professionals

Paul B

Series 63, Series 65

Concord, NH

Merrill

Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on building and maintaining relationships with clients, teammates, and community members, aiming to support clients through various financial challenges and goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team prioritize understanding clients' unique situations and simplifying their financial lives through a foundation of team collaboration, advice, service, and transparency. Paul holds a Bachelor's Degree from Colby College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is involved in his community through organizations such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church.

General retirement planning Social Security optimization Medicare planning Wealth management General estate planning guidance Financial Professional
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