Financial Planning

360° Financial Planning
and Cash Flow Analysis

Comprehensive wealth management that touches and integrates each aspect of your financial life

A Road Map for Preserving, Protecting, and Growing Your Wealth

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say “no” when you ask, “can I afford this?” IF-SERVE does all three.

   ·Personal business assets
   ·Savings and expenditures
   ·Investments
   ·Compensation packages
   ·Retirement accounts
   ·Debt and tax obligations
   ·Estate plans

A sound financial plan helps you prepare for your future while enjoying your today.


Comprehensive Financial Planning — A More Efficient Way to Manage Your Wealth

Comprehensive Financial Planning — A More Efficient Way to Manage Your Wealth

  • Streamlined Coordination and Execution

    You talk to us. We listen then talk to everyone else. Your dedicated advisory team collaborates with our in-house specialists and your existing advisors to manage your plan and keep your financial life moving forward.

  • Comprehensive, Consolidated Reporting

    While you’ll still receive your statements and policies, our reporting system consolidates the information for your review and convenience. We track and summarize your finances so you always know exactly where you stand today and the progress you’re making towards your goals.

  • Ongoing monitoring

    Your plan is no good if it gathers dust on the shelf. It needs to evolve with the expected and unexpected events of your life. We meet with you regularly to review and update your plan for changes in your goals, professional life, family situation, or tax law.

Impactful Advice. Integrated Solutions. Simplified Administration.

Each aspect of your financial life plays a distinct role in preserving, protecting, and growing your wealth. Moreover, the decisions​ you make in one area often impact the others. Through our comprehensive financial planning and analysis, we help you understand these connections and incorporate them into your wealth management strategy.

Your source for comprehensive financial advice and oversight.

Individuals and Families

Corporations

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