iFinancial Services is built on a strong and caring culture, decades of experience, and our commitment to always put our clients first. In order to provide you with complete and comprehensive planning, we have three divisions: Investment Management, Insurance Agency, and Retirement Services. Our robust professional network assists us in providing you with objective products and solutions on which to build your complete financial plan.
Our culture dictates that we are responsible, as your fiduciary, for doing everything we can to be of service to you in your financial life. Many advisors offer investments but we specialize in capital preservation strategies.
- Advanced Planning Strategies (ACT)
ACT refers to the three stages of your financial life that we plan distinctly for.
Accumulation - Building your wealth
Consumption - Using your money to provide for your family and to live in retirement
Transfer - Putting your money to work for future generations
Relationship Management is a process by which we keep you informed and manage your accounts, and it is also how we manage the relationships in our professional network allowing us to have a broad scope of services to offer you.
We love what we do because we get to help you live your best life possible by working by your side to create lasting financial plans.
