Broker Check

We don’t like to say we build trust. Building trust sounds mechanical, like we have a script to follow where trust is inevitable.

We never take your trust for granted like that. At IFSMoney, we EARN trust. We understand it’s about integrity in every decision. It’s what we do when no one is looking that means the most. To us, trust is everything.

And we’ll prove it.

Here are just some of the initiatives we’ve put in place at IFSMoney to EARN your trust:

Align adviser and client interests through performance incentives

Basically, we do better when YOU do better. We believe good business is when everyone benefits from a deal, most of all our clients. So we’ve structured our business so that it grows as you do. We want to grow with our clients, never at their expense.

Institute our own fiduciary policy, regardless of lack of government mandate

Did you know your financial adviser isn’t required to always act in your best interests? Recent rollbacks in federal guidelines have granted financial professionals much more leeway in pursuing their own interests, even if it’s not what’s best for you. Not at IFSMoney. We don’t need a government mandate to operate solely for our client’s best interest. Our own fiduciary policy ensures that your needs and your needs alone are our chief decision-maker.

Complete cost, risk/reward, planning/analysis transparency

You will always know any and every cost associated with our services, why it’s necessary, and how it will help you. We strive to keep our clients informed and up-to-date on their complete situation, as well as explaining any recommendations we may give, so you can make a well-informed decision about your finances.

Include clients as a vital and necessary aspect to planning at every step

Nothing gives us more pleasure than crafting a partnership with our clients and watching them grow. We want you to feel that partnership, as well. Every step of our planning process revolves around helping you achieve your goals in the best way possible. And we want you to be a part of it! Engaging our clients and working with them is a critical part to our, and your, success.

Embracing and encouraging client feedback

Tell us what you think! At IFSMoney, we love to hear from our clients when you’re satisfied AND unsatisfied. Tell us how we can better meet your needs. Tell us how we can make things easier, faster, or more convenient for you. We are always excited to improve and do better for you, our clients.

Embed a "Do What's Right" culture into our firm

And not only for clients! We love our clients and when it comes to doing the right thing, we only start there. By focusing on doing what’s right in all situations, no matter who we’re dealing with, we build an ethical culture in our company that will be second nature when we’re making decisions for our clients.

Embrace opportunities to educate our clients

No one needs to understand your situation better than you do. We don’t want you to be intimidated by your finances, we want you to master them! IFSMoney will always look for any opportunity to teach our clients about their own situation, helping you become an expert at your own money. Educating our clients is something we love to do.

Have a question about our client-focused initiatives?

Thank you!