Who We Are

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. 


  • Investments


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

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. 

Thought Leadership

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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