Financial Planning Services
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IFB Wealth Management is a full service financial planning firm providing personalized financial and investment management strategies and asset management. We tell our clients that it has a dollar sign involved, we can help in some fashion. Our belief is that we all have been blessed with the resources that we have. And we are responsible to be the best managers of those blessing yet most of us dont have the know how to do that. Our goal as a firm is to help you run your personal finances like a profitable business. We believe the more control you have of your finances, the more you are able to help your neighbor. Before investment decisions can be made, we step our clients through the proper steps in developing a financial plan. By using low cost ETF's and other investment vehicles we are striving to LOWER the over all risk of our clients portfolios,(to prepare for the next market turn) while trying to maximize your potential for return.
Our services (see "How we get paid" page for specifics)
- Seminars
A. We provide information based financial planning seminars that cover many investment tools/products in the financial planning arena.
B. These seminars are delivered to the general public, businesses, organizations, government agencies and church groups.
C. All of the information in the seminars can be tailored to the specific needs of the group.
- We help clients work toward their goals in the areas of, Retirement Planning, Estate Planning, College Funding, Asset Protection, Wealth Accumulation and Tax wise investment strategies.
Lump Sum Rollovers,Stocks, Bonds, Mutual Funds, Unit Investment Trusts, Real Estate Investment Trusts, Annuities, CD’s, Life Insurance, Long Term Care Insurance, Disability Insurance and much more.
Both, Traditional and Roth Ira’s. 401(k) plans, Simple Plans, SEP, Pension Plans, 529 College Savings Plans, Section 162 Bonus Plans (Executive Carve Out Planning).
