Helping You Meet Your Financial Goals

CONNECT

Address:

357 East Winslow Road
Bloomington, IN 47401

Phone:

812.337.1999 - Main | 386.597.2856 - Florida

Fax/Other:

812.336.5542

IFS Methodology

We understand.  Today's world of personal finance can be confusing.  Stocks, bonds, mutual funds, annuities, managed money...which is right for you?  With our combined experience of over 40 years in the financial services industry, chances are, we have helped clients just like you.  You work hard, but what about the future?  If you are like our clients, you want to make sure you are actually on track to achieve the goals that are important to you.  That is where we come in.

We are different.  During our initial meeting, we do a lot less talking and a lot more listening.  We discover what your goals are, what your risk tolerance is, what your current position is, and where you want to be in the future before providing any recommendations.

We listen.  The fact is, it isn't the particular investment or strategy that's good or bad. It's the application of the strategy that makes a difference.  We take the time to discover what's important to you about money, before making appropriate recommendations.  We'll take the time to listen to your needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck