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IFS is a boutique wealth management firm providing comprehensive wealth management services with an added specialization in retirement account accumulation and distribution. Clients are primarily individuals aged 55+ with investable assets of $500,000 or more and a net worth in excess of $1,000,000.
Comprehensive Financial Planning We recognize that each client has unique goals, values, resources and circumstances. Once we understand where you are, and where you want to go, we develop a comprehensive, custom financial plan for you, suggesting strategies designed to fulfill your dreams. As your needs and circumstances change, we can update your plan to keep pace.
Retirement Planning Retirement planning has two phases, accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they want while pursuing a strategy for continued investment and asset growth.
Asset Management Once we have a clear idea of your financial situation, goals and risk tolerance, we will create a diversified portfolio specifically for you.
Multi-Generational Wealth Management & Transfer Effective estate planning enables you to retain control of assets while preparing their transfer. Our services include working with individuals and families to minimize taxes and expenses on bequests. We review legal documents such as wills, trusts, and powers of attorney, making suggestions to facilitate testamentary goals.
Tax Planning Tax Planning for individuals and businesses with the idea that every dollar we save you in taxes you can spend on your lifestyle or uses you decree.
Insurance and Asset Protection Planning is the best protection against financial emergencies. We can assess your needs and recommend ways to restructure your current assets to achieve increased wealth protection, as well as appropriate life, disability, personal liability, and major asset insurance plans.
Education Funding Today, education can be one of the largest expenses a family will face. We can help you explore and analyze the numerous options available to you and other family members for funding, such as UGMA accounts, Educational IRAs, 529 plans and employee benefit plans.
Estate and Trust Planning Financial planning includes establishing enduring legacies for your heirs and charities. We work with individuals and families to ensure that their wealth is passed on in accordance with their intentions and values. This includes minimizing administrative expenses, as well as federal and state taxes. If you already have legal documents such as wills, trusts and powers of attorney, we can review them with a fresh, experienced eye and suggest changes to meet new needs or circumstances.
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