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<span><strong>Comprehensive Attention</strong></span><br/>

Comprehensive Attention

Far too frequently, client services are based on single aspects of finance. Client outcomes are affected negatively when spread across different teams - one handling insurance, another doing taxes, and a third managing investments and long-term goals.


In pursuit of the most appropriate results for our clients, we consult on the big picture through our comprehensive financial plan that reviews details in every aspect of finances.

<strong><span>Goal-Orientated<br/>Approach</span></strong>

Goal-Orientated
Approach

Our clients' goals are central to our process. Every aspect of our services begins and ends with the vision our clients have for their lives. Any decision we make is always in support of those goals.


We also realize goals can change. So while your services will be structured around your goals, it will always be flexible enough to incorporate any opportunities that may come along.

<span><strong>Customized Planning + Strategy</strong> </span>

Customized Planning + Strategy

Everything about you is unique, your financial plan should be as well. Fides Financial develops a relationship with each and every client to tailor services and plans for individual situations. While most of our peers force clients into a generic, premade template, we build a plan for you alone.


You can't get your best results from a plan for someone else.

Our Values

Align advisor and client
interests 

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 advisor 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 pursue your goals in the most appropriate 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

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 as you pursue your goals in the most appropriate 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.

Have a question about our client-focused process?

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