Mission

IFS is an independent thinking financial service firm looking to help individuals and companies implement strategies that address their financial goals. We accomplish this by listening, collaborating, and advising based on the individual needs of our clients and the collective wisdom of our group. We follow through with responsive service and a commitment to the understanding that our clients' plans will always be our focus.

Our vision is to facilitate an ideal that the process of financial planning ends up being more than just a conversation about numbers and goals. It is ultimately about the client and all of their assets - tangible and intangible - that truly represent the work of their life and the hopes of their future.

Our vision is to connect the two in a way that promotes the understanding that a successful financial planning process revolves around the same things that have worked in life:

An honest effort, an informed decision, and a constant diligence.