Wealth Management
Retirement planning entails more than simply investing a specific portion of your income each month. A successful wealth strategy relies on first determining the age at which you want to retire. Whether you are a new hire or a workforce veteran approaching retirement, it’s never too late to begin financial planning.
Become a Financial Advisor
We want to partner with advisors and practices with similar investment philosophies and principles of education first. We welcome the opportunity for you to affiliate with our dynamic team through one of three plans.
For Business Owners
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. That’s why your plan should work with an independent retirement plan professional aligned with LPL Financial.
Banks and Credit Unions
We specialize in helping investment programs inside community banks and credit unions by matching bank and credit unions with our knowledgeable, professional independent advisors. A relationship with an independent financial advisor gives you the opportunity to widen your offerings and deepen your customer relationship.
Financial Services Focused on Your Success
One of the main goals of financial planning is guaranteeing your confidence when employment income stops coming in. Your portfolio manager here at Independent Financial Services will outline a strong retirement planning strategy.
Sound Monetary Management Strategies
Independent Financial Service Group (IFS Group), initially known as Independent Financial Services of South West Florida, was founded by Charles Shafer in 1989. IFS has expanded into two locations - Fort Myers, FL & Bridgeville, PA and works with clients in 38 states. IFS has maintained the focus of providing individualized wealth planning and institutional investing, delivering services through a team approach.