Your Financial Future
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Income Taxes Work
A quick look at how federal income taxes work.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Five strategies for managing your student debt.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A look inside the U.S. government's statistics on household net worth.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are Real Estate Investment Trusts right for your portfolio?
Do you have causes that you want to support with donations? Here are three tips.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.