Best Financial Planner in Goshen, IN
John Liechty
Integrated Financial Planning Solutions (An Indiana Registered Investment Advisor)
203 South Main St, Suite 2-A
Goshen, IN 46526 USA
Work 574-975-3682
Fee-Only Indiana, Goshen IN IFPS Is A Fee-Only Financial Planning Practice With No Account Minimums IFPS Empowers Your Financial Future Integrated Financial Planning Solutions Partners With You

Priority: People

No Minimums

Empowerment

Partnerships

From clients with substantial investments, to those just trying to gain financial control, we help you find your solutions. We believe that everyone needs competent financial advice, and we make it accessible by requiring no minimum investment or net worth amount. We clarify the confusing world of finance and insurance. You will clearly understand solutions and strategies for your financial future, and retain control. Our work with you is a Partnership. We strengthen that through additional resources, like The National Association of Personal Financial Advisors (NAPFA).

Integrated Financial Planning Solutions

Experience, Education and Credentials – John L. Liechty, CLU, ChFC, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional, ready to assist you with your financial goals. With over 38 years experience in the financial services industry, specialization in insurance, investments, and estate planning, and holding Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, John applies comprehensive knowledge to your situation, creating custom FINANCIAL SOLUTIONS for you.

Aaron C. Wieand, CPA is a CERTIFIED PUBLIC ACCOUNTANT with over 12 years of professional finance and accounting experience specializing in providing strategic insights tailored to the organizations and individuals he serves.


Fee-Only

Paid only by our Clients
No Commissions
No minimum net worth requirement
All fees fully disclosed
Objective Advice
Fees not based on assets under management
No sales pressure

Trustworthy

We hold ourselves to:
CFP® and AICPA Code of Ethics
Act Solely in Client's Best Interest
Avoid Conflicts of Interest
Offer Advice and Support- NOT Sell Products
A Prudent Investment Process and Discipline

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