What To Expect

No matter it be a product or a service, anyone in either market wants a satisfying experience in which they are honestly told what they will receive and how that will be delivered. This summary page is intended to explain how IFP seeks to meet that expectation.

IFP offers comprehensive financial planning and customized investment management services to individuals. 

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01. Our Philosophy

We serve our clients by helping them give money their attention rather than their energy.

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02. Steps To Working With Us

  • Let’s meet
  • Tell us about yourself
  • Co-create your unique financial plan

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03. Our Services and Fee Structure

  • We are fee-only Fiduciaries.
  • We put your interests first.
  • We disclose all our fees up-front.

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Our Team

Let's Talk and Answer Any Questions You May Have.

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Blogs

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...