IFC Advisory is an independent Registered Investment
Advisor and is one of Southern California's largest wealth
management firms. We were ranked as one of the nation's 'Top
Dogs' by Bloomberg Wealth Manager Magazine
for four years in a row, 2001 through 2004. This is an honor
we are very proud of. We were recognized as one of the top
50 wealth management firms in California, and the top 400
in the nation.
IFC
Advisory offers retirees and those who want to ensure
their retirement financial peace of mind through our expert
financial planning services and investment management. We
work for you so that you may enjoy your retirement the way
that you have planned it…free from financial concerns.
Our goal is to provide you with the financial security that
you are seeking; we are not a firm that takes unnecessary
risks. We bring you exclusive insights, strategies and guidance
shared among the experts in our field, with a personalized
touch unique to a small firm.
IFC
Advisory draws upon our many years of expertise in personal
financial planning and our five decades of combined experience
in private wealth management to provide you with strategic
advice for your financial, income tax, and estate tax priorities
and objectives. We are caretakers of client portfolios ranging
in size from $250,000 to $10 million. Our internationally
diversified solutions are long-term, low-cost and thoroughly
customized for attaining and maintaining your lifestyle and
legacy goals, so that you may enjoy your retirement your way.
We
will bring to you peace-of-mind results that only come from
knowing that your money is prudently invested and your income
needs are met. You can rest assured with us, knowing that your
advisors possess the integrity, personal concern, and professional
know-how to deliver the long-term results you are seeking. As fee-based advisors, we make money
when you make money - which puts us on the same side of the
table as you. Give us a call today, and see for yourself why
so many people who are retired want to ensure their retirement
have entrusted IFC Advisory to make their retirement
Golden.
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