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
-
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.
-
Trust - We proudly embrace our fiduciary duty to our clients by always putting the client's best interests first.
-
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.
-
Teaching - In teaching financial literacy to clients, businesses, nonprofits & the community our impact is much greater then the finances we manage.
-
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....
-
Hard Work
-
Education
-
Planning
-
Leveraging Technology
-
Coordinating with a Team of Pros