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

Documents

The following documents are available to assist our clients.


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Confidential Questionnaire


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Financial Fitness Survey


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ADV Part 2


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IFPS Privacy Policy


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Financial Advisor Interview Questionnaire


Helpful Resources

The resources and links below are updated regularly.


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Where are the Customers' Yachts?


How much are you paying for the investment advice that you receive? Follow the link above to understand how investment fees might represent the largest line item in your annual budget.

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Transparent Investing


Transparent Investing provides an excellent web site describing simple, low-cost approaches to investing. In addition to investment insights, they also offer practical consumer advocacy resources.

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Things You Should Know Before Hiring a Financial Advisor


Finding qualified, independent financial advice should not be difficult. Unfortunately, for many Americans it is. What you should look for in selecting a financial advisor who will truly place your interests first.

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What is Comprehensive Personal Financial Planning?


Each individual situation is different. Thus, the scope of a financial plan will vary considerably among clients. This document helps outline the areas that are typically covered in a comprehensive financial plan.

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Saving Investors From Themselves


Valuable advice from Jason Zweig on why 'following the crowd' is not in investors best interests.

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5 Questions to Ask a Financial Advisor


The financial-advice industry features a bewildering array of titles, designations and compensation structures. It's important to understand the differences and ask these key questions of prospective advisors.