Who Our Clients Are
IFC Advisory’s clients are individuals and families who value a long-term relationship with a trusted financial advisor. Their goal is to preserve and increase their wealth while minimizing their tax burden. Our services are usually most beneficial to those with at least $250,000 in investable assets and $1,000,000 or more of net worth. Our team of qualified professionals and specialists has the knowledge and experience to help you in the most essential aspects of financial planning. With IFC Advisory, you are confident and secure in your financial future, having a solid plan to meet your financial needs.
Retirees and People About to Retire
We take a comprehensive, long-term, disciplined approach in financial planning, relieving you of the demanding and complex task of managing your investment portfolio. You are assured knowing you can enjoy your retirement years in the experienced hands of seasoned professionals.
Women in Transition
Women who are recently divorced, widowed, or retired need someone to help them with the challenge of managing their own finances. Such a life-changing event involves a myriad of fiscal complications requiring the expert advice of a financial expert you can rely on. According to the National Center for Women and Retirement Research, over 75% of women are widowed at an average age of 56, and 1 in 4 of these women are broke within two months of being widowed. |
Dealing with this kind of change can be a difficult experience, and without the assistance of a husband or significant other, you need a professional who will look out for your best interests and ease your financial planning worries.
We at IFC Advisory stand with you as you adjust and adapt during times of change. We help you move forward with a sense of self-reliance and assurance that comes with having a plan to meet your income, savings, and retirement needs.
Feel free to contact us for a complimentary financial check up
or call (310) 665-0570.