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Investment Planning

Investing your money prudently for the future

We help successful professionals looking to establish an appropriate investment strategy, often concentrating on tax-reduction and retirement planning. We work to position you financially for your future. In order to meet your financial goals, we believe the need for a well-diversified and professionally managed Investment Plan is critical and we work to identify your investment goals and long term plan....

Here are some areas we can help:


  • Retire "Early"
  • Minimize income tax
  • Review current IRA and non IRA portfolio
  • Invest for retirement
  • Evaluate life insurance
  • Establish a "future" fund

Planning Objectives

  • Reevaluate your current mutual fund and stock investments
  • Reduce income taxes
  • Develop a diversified investment portfolio designed to provide relatively attractive returns in light of risk tolerance levels
  • Consolidate life insurance policies
  • Seek opportunities to increase net worth

Our goal is to provide you with an action plan that helps put you on track for an "early" retirement (if this is your goal) and assist in establishing your "future fund" along with realigning your current investments. We work diligently as your financial coach to assist you as you move forward with your future plans. See Our Process that go through to assist our clients

A financial plan looks at your entire financial life and provides you with a detailed written road map to achieve your short and long-term goals. IFM also assists you in implementing your plan since implementation is where many plans fail. We work with you proactively to update your plan and rebalance your assets. Call us for a one hour complimentary consultation.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification doesn't not protect against market risk.

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