Investments

The Independent Financial Solutions Group provides investments to meet your goals, time line, priorities, and risk tolerance.  My business has access to top rated mutual funds and ETFs from well established providers plus high quality stocks and bonds.

  • Mutual Funds
  • Exchange Traded Funds
  • Individual Stocks
  • Corporate Bonds
  • Treasury Bonds
  • Municipal Bonds
  • Unit Investment Trusts
     

Retirement

Retirement should be a destination not a dream.  It should be your reward for years of work.  Your chance to enjoy life.  IFSG provides a retirement plans for the individual and the self-employed.

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Fixed Annuities
  • Variable Annuities
  • Index Annuities
     

Insurance

No financial plan is complete without insurance.  Your family, your dreams, and your income need to be protected.  IFSG offers life and disability insurance through highly-rated companies.

  • Term Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Final Expense Insurance
  • Index Life Insurance
  • Disability Insurance
     
Financial Independence is like a three-legged stool resting on savings, insurance, and investments. - Brian Tracy
“Investment is an asset or item that is purchased with the hope that it will generate income or appreciate in the future.” Anonymous