IFS Team


Why are we financial planners?

Working with clients provides us with enormous satisfaction; helping people attain their financial and life goals is our entire focus. It is an important responsibility that we all take very seriously.

Financial planning is the perfect mixture of human interaction and intellectual stimulation. The profession requires continuous learning and monitoring regulatory, political and market developments. Our enthusiasm for professional growth and learning means that we do these things with great interest, care and expertise.

We started IFS in 2010 out of a desire to create a customer centered practice -one where we were free to craft individualized strategies and provide the highest level of service possible.

We have maintained that outlook, growing the firm with the intention of not becoming so large that we would compromise the “hands on” care that we have always provided. Most importantly, we have done so without the interference (and inherent conflict of interest) that characterizes firms that “push product” over the best interests of the people that we work for – the clients.