OUR SERVICES

What we can do for you:

We specialize at enhancing
and accelerating your financial performance.

Between our first and second appointments, we carefully consider and research your situation so as to tailor-fit our recommendations to your needs.

When we meet for our second appointment we help you to set financial objectives and show you how to reach them. As the old cliché so accurately states, "fail to plan, plan to fail," meaning that we must establish set goals to experience financial success in life. These generally are:

• Current Retirement Income Planning (if appropriate)
• Estate Planning (where needed)
• Planning to achieve future financial independence
• Financial structuring
• College educational savings (if pertinent)

Sufficient cash flow is, of course, needed for saving and living, so we'll help you to identify needed funding resources by:

• Sharing creative ideas on how to reduce taxes
• Helping you with your budgeting
• Reviewing possible debt restructuring strategies with you
• Providing insurance cost saving ideas
• Reviewing possible debt restructuring strategies with you

As rates of return on investment have an enormous impact upon wealth accumulation over time, we place a high importance uppon maximizing your investment returns within pre-determined risk-tolerance levels using:

• Investment diversification
• Mutual funds and proven peak-performance professional money managers
• Well-researched individual stocks, when appropriate
• Other high-grade investment vehicles as prudent

After our initial meetings, we periodically monitor your investment portfolio to ensure that your financial assets are remaining properly invested; we meet as needed to modify. We believe, from what we've heard from our clients, that we have distinguished ourselves from most financial planning firms by this practice.

We are unique! Our owner is a Certified Public Accountant with a comprehensive financial educational background and twenty-five years of experience in the investment arena.

We coordinate all aspects of your financial planning process. In areas where we are not specialists, IFM works with a network of professionals who are experts in their respected areas and we integrate their advice into your financial plan.

Our product offerings are:

• Mutual funds and proven peak-performance professional money managers
• 401-K rollover vehicles
• Traditional and Roth IRAs
• Qualified Self-Employment Retirement Plans
• Resource Management Accounts
• Real Estate Investment Trusts
• Tax-advantaged Direct Participation Programs
• Disability Income Insurances
• HSAs
• Health Insurances
• Independently researched common stocks
• Advisor Directed Trusts

Our areas of specialization:

• Retirement income planning
• Investment Advisory (money management)
• Self-employment consultation

Contact us today to schedule your No-Obligation Meeting: 630-942-9005