OVERVIEW

Our firm exists to help you reach your financial goals.  We help clients make sound investment decisions, save taxes, and plan for the future.  We do this by providing relevant financial alternatives and developing a truly unified financial plan.  Particular emphasis is placed on tax-efficient investing and retirement planning.  Throughout the financial planning process, we aim to provide you the best possible service and the utmost respect.

Services: Our services may be as extensive as comprehensive financial planning and ongoing investment management or limited to specific services such as:

Compensation: Because our firm is fee-only you will receive unbiased financial advice free from conflicts of interest.  We don’t accept commissions, kickbacks, or compensation from anyone except our clients. 

Experience:  Patrick T. Christensen holds an MBA and a Bachelor's degree in Accounting from the University of Utah, where he graduated magna cum laude.  He is a CFP (Certified Financial Planner), a CPA (Certified Public Accountant) and a NAPFA-Registered Advisor.  

Patrick has been quoted in national financial publications and written for The Journal of Financial Planning, The NAPFA Advisor, and Catalyst Magazine.  He is a member of the National Association of Tax Professionals, National Association of Personal Financial Advisors, and the Financial Planning Association.  Patrick is an accounting and business instructor at Butte College.  Prior to working as a financial advisor, he served as the controller of an international education and consulting firm.

Financial planning and investment advice can only be rendered after delivery of a Form ADV Part II. Independent Financial Solutions LLC is registered with the State of Utah Securities Division.  This web site is not deemed to be a solicitation for advisory services in any state where IFS is not registered or exempt from registration.