Broker Check

Why Work With Us

Client Centered

As a financial services firm, we understand that you have options when it comes to choosing a financial advisor. We also understand that we have an obligation to serve you in a way that honors your personal and financial well being. The IFS Group is an independent and reputable firm that puts the needs and goals of our clients first.

The IFS Group is committed to providing services that rise above industry standard, and that are:

-       Knowledge-Based: Extensive experience, many of our agents hold professional designations. Our qualified representatives are licensed to sell a variety of investment and insurance products that can help you pursue your goals.

-       Down to Earth: Friendly and respectful, our team will never talk over your head or try to confuse you with industry jargon.

-       Independent: Supported by the services of LPL Financial, we provide independent advice that is in your best interest, and never in ours.

-       Flexible: We realize that your schedule and needs today, may not be the same tomorrow. Our team is flexible and will provide you with a plan that can be adjusted as your personal goals and situation change.

-       Valuable: A depth of resources available to you at all times, we enhance your financial plan by utilizing services from our trusted partners who are disciplined in all areas of the financial industry.

Helping individuals and businesses better forecast their financial future, we are committed to the education and success of our clients and members of the community.