Retirement Planning Today Reduces Stress Tomorrow
Whether you are a new hire or a workforce veteran approaching retirement, it’s never too late to begin financial planning. We at Independent Financial Service Group can help.
Using Insurance Planning to Reduce Financial Risks
At Independent Financial Service Group uses professional advising techniques to evaluate your current financial situation, where you can stand to take risks, and what factors can impact your future financial growth.
Customized & Comprehensive Investment Solutions
Our team provides a personalized approach to your finances. We help you make informed decisions that secure your economic future by taking the time to understand your aims.
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.
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.
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 affiliated with LPL Financial.
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.
One of the main goals of financial planning is guaranteeing your security when employment income stops coming in. Your portfolio manager here at Independent Financial Services will outline a strong retirement planning strategy.
Independent Financial Service Group (IFS Group) was initially known as the Independent Financial Services of South West Florida. Originally founded by Charles Shafer in 1989, IFS Group is now headed by James Mrdjenovich and has expanded into two locations - Fort Myers, FL & Bridgeville, PA. IFS Group now works with clients in 38 states and has always maintained the focus of providing individualized wealth planning.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.