Meet your new personal CFO.

Sound financial advice and wealth management.
Who We Serve

Our Process

Here's how IFC works for you.
  • 1
    Getting to Know You

    Our clients also call this the 'about me' meeting. We'd rather learn about your financial world and how we can help rather than talk about our credentials for an hour.

  • 2
    Offline Planning and Strategy

    Sit back and relax while a plan is developed for you.

  • 3
    Recommendations and Implementation

    Move from having a written plan to one you're living out.

Learn more

Wealth Management

Our holistic approach to wealth management brings all financial services and products at our disposal to the table for a custom tailored plan for each client.

  • Wealth Management

    • Business Succession Planning

    Guarantee that the business you built will transfer exactly how you want it to, even if you are not there to see it through, while avoiding unecessary taxation.

  • Business Succession Planning

    • Family Legacy Planning

    In the event of a tragedy, legacy planning can help with creating liquidity for the estate, transfering assets to the next generation, and/or creating planned giving to charity. We provide solutions for preserving and leaving a family legacy.

  • Family Legacy Planning
      • Relationship Driven

      IFC advisers build trust, not fear. We care more about a strong long term relationship with our clients than making a quick 'sale'.

      High Efficiency

      From the internal processes we develop and constantly re-evaluate to the technology we use, everything we do is to create efficiency for you.

      Quick Responses

      We provide nearly immediate (if not immediate!) responses to emails and phone calls. One client thought their adviser was a robot with such fast communication.

      Here's what folks have to say about IFC.

      We are very proud of the service we provide (and so are our clients)! Check out what they have to say:

      Forward thinking firm that puts your best interest first! I would highly recommend utilizing this firm for investing purposes.

      Chris P.

      Fair Oaks, California

      After seeing the owners of this company around town over the years I decided to meet them to simply have a discussion regarding what they offer. After that discussion I was impressed enough to let them give me a second opinion regarding my situation. I was blown away with their thoughts and the additional value added options they offered for my consideration that I decided to go ahead and let them manage and advise on my personal finances but also my business. They are such low pressure they are almost no pressure. So worth at least having a discussion with them. The cherry on top is that they not only personally give back to the community but so does their company.

      Reese B.

      Auburn, California

      We believe in offering holistic financial services to every client.

      More about us

      Ready to get started? Contact us!

      Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.