iFinancial Advisor
Planning Through Education
👋 Welcome to iFinancial Advisor! We connect individuals and business owners with experienced advisors for financial planning in retirement, wealth, insurance and business.
It’s very simple. Connect with us to be connected with a financial advisor who will educate you about a financial subject that you are interested in and then plan with that knowledge given.
Ready to Grow?
iFinancial Advisor is a Connection for Local Financial Planning.
Retirement Financial Planning Subjects.
- Social Security benefits and strategies
- Tax-advantaged retirement accounts (e.g., IRAs
- 401(k)s)Investment strategies for retirement savings
- Health care planning and expenses in retirement
- Income generation in retirement
- Retirement income strategies and withdrawal rates
Wealth & Investment Portfolio Subjects.
- Budgeting and Cash Flow Management
- Investment Diversification Strategies
- Investment Vehicle Strategies
- Tax Planning and Optimization
- Investment Risk Assessment and Management
- Asset Protection Strategies
- Philanthropic Giving and Charitable Planning
Business Financial Planning Subjects.
- Business Structure and Entity Selection
- Business Financing and Funding Options
- Cash Flow Stratregy
- Succession Planning and Exit Strategies
- Risk Management and Insurance Needs
- Infinite Banking Concept
- Tax Strategies for Business Owners
Exploring Experience.
To empower you with the knowledge and tools necessary to make informed financial decisions. Together, exploring key areas of financial planning, including budgeting, investment strategies, and risk management, tailored to your unique situation and goals.
Engaging Experience.
Strive to create an engaging and collaborative experience where your financial aspirations take center stage. Together, dive into interactive discussions about your financial goals, explore tailored strategies, and address any concerns you may have.
The Opportunity for Learning.
Find a wealth of resources and one-on-one discussions designed to deepen your understanding of personal finance, investment strategies, and wealth management.
The Opportunity for Growth.
Every interaction as an opportunity for growth, both personally and financially. Together, we will identify areas for improvement and set goals with action.
Ready to Learn with FInancial Planning?
Secure your financial future
with our professional guidance
Learn for now. build for the future.
You don’t have to plan finance by yourself.
✓ Individuals interested in being educated about finance.
✓ Advisors interested in building relationships.