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.
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.
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 affiliated with LPL Financial.
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.
Financial Services Focused on Your Success
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.
Sound Monetary Management Strategies
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.