Partnering with IFPS

An independent CFP® and CPA in your corner.

What Does Life Look Like After Partnering with IFPS?

When you work with IFPS, you gain access to truly independent CFP® and CPA support. We help ensure you’re on track, that your plan is tax-efficient, and that every component of your strategy works together seamlessly. Here’s what you can expect:

Your Investments

A low-cost, broadly diversified portfolio designed with strategic risk/reward tilts. We apply an “asset location” strategy to help maximize your long-term, after-tax returns.

Your Taxes

A proactive approach to tax planning, including a draft projection of your federal 1040 before year-end and scenario analysis that compares your current tax situation with future expectations—helping ensure today’s strategies reduce taxes over the life of your plan.

Your Cash Flow

A clear understanding of your annual spending, how much you need to save while working (with prioritized account funding), and how much you can sustainably spend in retirement (with tax-efficient withdrawal strategies).

Your Insurance Program

Confidence that you and your loved ones are protected, with independent guidance on your current coverage and recommendations for improvements—free from product sales pressure.

Your Estate Plan

Confidence and clarity that your estate plan aligns with your goals and can be executed efficiently.

Strategic Financial Analysis

Independent, data-driven guidance for the complex financial decisions that arise—whether related to an inheritance, charitable giving, insurance, annuities, equity compensation, Social Security, or advanced estate planning.

Evergreen Support

Life and markets change—and when they do, your advisor is just a phone call or email away to help evaluate your options and guide you toward what’s in your best interest.

Isn't financial advice is expensive?

Can’t I just invest in index and target date funds and avoid advisory fees?

Many of my clients could succeed on their own. They know the basics: spend less than you earn, and invest wisely.

But as household CEOs, they see the value in having a trusted advisor—someone dedicated to optimizing their financial lives. To them, fees aren’t just a cost—they’re an investment in clarity, strategy, and peace of mind.

So ask yourself: with your income, assets, and goals—how much more could the right partner help you achieve?

As the CEO of your household, could partnering with a seasoned advisor help you:

Build and maintain a strategic, tax-efficient investment plan.
Engage in proactive, long and short-term tax planning.
Make informed decisions on important financial considerations.
Stay on track with your plan, through life’s inevitable changes.
Align your finances with your values and vision.
Elevate your financial potential to new heights.