About
Investment Fiduciary Planners (IFP) was born out of a desire to do more for my clients & community. No proprietary offerings, no institutional quotas, simply hard work & prudent planning to earn our clients' trust for decades to come.
Values
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Transparency - Know what you are paying for what you are getting. You work too hard for your money, to not have it working hard for you.
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Trust - We proudly embrace our fiduciary duty to our clients by always putting the client's best interests first.
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Teamwork - No one is the best at everything, yet many professionals have many specific talents, we utilize a team approach to serve our clients best.
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Teaching - In teaching financial literacy to clients, businesses, nonprofits & the community our impact is much greater than the finances we manage.
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Talent - At IFP we are exclusively professional financial advisors: licensed, trained & with over 50 years of combined financial services experience.
Mission
Our Mission at IFP is to empower clients to take charge of their financial futures!
We accomplish this through....
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Hard Work
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Education
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Planning
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Leveraging Technology
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Coordinating with a Team of Pros