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Wealth Management with inStream

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“A goal without a plan is just a wish.”

                                                  -Antoine de Saint-Exupery

IFA no longer supports inStream. We now offer IFA FinPlan.

Perhaps the most important caveat about all financial planning programs and retirement simulators is that they must be re-run at least annually to have any real value. Under no circumstances, should someone be spending or saving a given amount or investing in a certain way because they ran a simulation five years ago that indicated that they would have a good outcome. InStream incorporates automatic reminders of client milestones such as birthdays, which can be used as touch points for updating the plan.

If you would like to learn more about how IFA can help you get your investment plan started, please call us at 888-643-3133.