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

<p>A Look at Whole Life Insurance</p>

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More
<p>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More
<p>You Would Rather Be...</p>

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn More