Welcome to IFIS
Independent Financial & Insurance Services offers a complete range of financial products. Our financial services include retirement plans, college funding, retirement plan rollover advice, mutual funds, life insurance, and more.
At IFIS, our investment executives will work with you to identify investment opportunities to meet your financial goals. The result: a customized investment strategy designed for you.
Personal service, focused on meeting your needs
Planning for the future isn't always easy. With so many choices available, it can be a challenge to determine which products are right for you. To help you get started, we added links to financial calculators and articles.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Ascertaining the value of your business is important for a variety of reasons.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The uncertainties we face in retirement can erode our sense of confidence.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?