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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
It's important to understand how inflation is reported and how it can affect investments.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Military families face unique challenges, making personal finance even more critical.
A four-step framework for building a personal legacy.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.