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.
IFC advisers build trust, not fear. We care more about a strong long term relationship with our clients than making a quick 'sale'.
From the internal processes we develop and constantly re-evaluate to the technology we use, everything we do is to create efficiency for you.
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.
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.
We believe in offering holistic financial services to every client.