We create strategies that are tailored to your needs and goals.
Our teamwork approach adds a broader perspective and provides increased benefits to our clients.
We will do our best to gather the necessary information to provide you with a thorough overview of your current financial health.
Will your money last throughout your retirement?
Do you wonder if your current plan is missing something?
What's more important than your financial security?
Do you want to leave a financial legacy?
What part of your business worries you the most?
How does your company's 401(k) plan match up?
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards to reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Wealth Planning Advisor
Leal Deddens, CFP®, CRPC®
Client Service Coordinator
Director of Financial Planning
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."