Wealth Management

Our Approach

For over 33 years Independent Financial Service Group has specialized in providing comprehensive Wealth Management Services including Investment, Retirement, Risk, Tax, Estate, Debt, Education, and Business Planning to individuals, families, and business owners. Our team is committed to serving our clients as unique partners, providing well thought out strategies and individual solutions empowering them to make informed decisions. We value the trust and relationships we build over multiple generations.

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Financial Planning Services

IFS Group offers a holistic planning experience designed to maintain overall financial health and increase total net worth over multiple generations. When aligned with Investment Management services clients can identify appropriate asset allocation and avoid taking unnecessary investment risk.

We offer three different level plans, so that we can create a program that is unique to you and your goals. With your selected plan, our clients gain access to a variety of benefits and online technologies that they can use.

Investment Management Services

As a fiduciary, we provide independent advice, placing client needs and best interests first. Potential benefits include long-term growth, the possibility to outperform inflation, and providing regular income. Our approach tailors to changing client need utilizing a strategic investment philosophy that reacts to individual circumstances versus external influences.

Services Include:

Financial Advice & Portfolio Management
Investment Selection
Rebalancing
Gain/ Loss Harvesting
Portfolio Reviews & Time Horizon
Risk Tolerance
Asset Allocation
Research and Fund Access

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.