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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A letter of instructions provides additional and more personal information regarding your estate.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Being healthy not only makes you feel good, it may also help you financially.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work in 2012 to pay federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.
Three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.