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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The year’s end is the perfect time to do these 12 things.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Even if you’re young and single, you should still consider protecting yourself.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.