Fiduciary Wealth Services

IFA offers customized investment management and portfolio strategies alongside tax planning and accounting, online financial planning and referral services for a better overall client experience. An experienced IFA Wealth Advisor provides personalized advice to help clients achieve their long-term financial goals.

Wealth Management

IFA provides investment advisory services that focus specifically on matching people with portfolios of passively managed funds, based on the client's risk capacity.

Identification of Individual Risk Capacity

Development of an Appropriate Asset Allocation

Selection & Monitoring of Investments

Performance Monitoring Reports

Behavioral Finance Advice

Independent & Fiduciary Based Advice

Portfolio Rebalancing

Tax Loss Harvesting

Tax Management & Asset Location Strategies

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Monthly Performance Reports

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Glide Path Systematic
Risk Reduction Program

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Cash Withdrawal & Deposit Management

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Alternative Investment Evaluations

Tax Returns & Accounting

IFA Taxes provides collaborative tax advice, tax planning, accounting, and tax return services to individuals and business entities across the United States.

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Tax Advice - Personal & Business
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Tax Planning - Personal & Business
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Personal Tax Return Preparation
Multi-State, out-of-state and nonresident
One-on-One consultations to help identify and report applicable deductions and credits
Establish data feeds with financial institutions and create automated bank rules for easier transaction reconciliation
Support accurate preparation and compliance with federal and state taxing authorities

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Business Tax Returns
Corporation (Form 1120)
S-Corporation (Form 1120S)
Partnerships, LLPs, LLCs (Form 1065)
Trusts/Estates (Form 1041)
Nonprofit (Form 990)
Quarterly Payroll & Sales Tax Returns
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Business Personal Property Tax

Retirement Plan Solutions

Customized 401(k), 403(b), 457, and Defined Benefit retirement plan solutions constructed to support the specific needs and objectives of owners/plan sponsors - while helping employees define a clear path for a successful financial future.

Brochure

Investments

Tools

Wealth Planning

Financial Planning

IFA offers financial planning, utilizing eMoney and Right Capital to provide a wealth management system that allows our clients to track their assets, liabilities, income, and spending across all their accounts as well as store all their important documents in electronic form. Wealth Advisors can work with their clients to produce both financial and retirement plans, using this analysis as the foundation for recommendations to achieve each client's financial objectives.

Retirement Planning

With the aid of the IFA Retirement Plan Analyzer, IFA Wealth Advisors are able to help clients make more informed decisions in each stage of retirement.

Pledged Asset Line

IFA Wealth Advisors can assist clients in accessing various lending solutions that are secured by the client's portfolio. These solutions include pledged lines of credit, non-purpose loans and margin loans through Charles Schwab and Fidelity.

College Planning

IFA's College Savings Analyzer helps IFA Wealth Advisors align a client's college funding objectives with an appropriate college savings and investment plan.

Social Security Optimization Services

IFA Wealth Advisors and expert resources provide a powerful solution to evaluate strategies for claiming social security benefits and further outline your complete financial picture.

Charitable Giving Services

IFA Wealth Advisors assist clients in setting up donor-advised funds, which are charitable giving accounts that provide an efficient way to make grants to charities.

Estate Plan Support

Through our relationship with the Trust & Will estate planning platform, IFA provides clients access to estate planning tools and resources and can assist in coordinating with qualified estate planning professionals.

Referral Services

IFA Wealth Advisors may refer clients to independent third-party professionals for certain non-investment services. These services are provided by unaffiliated firms and are not offered by IFA.

Estate Planning Attorneys

IFA Wealth Advisors can refer clients to estate planning attorneys to create estate plans and aid in the implementation of the plans.

Insurance Services

IFA Wealth Advisors refer clients to insurance advisors and collaborate with them to integrate the insurance policies with the overall financial needs of the client.

Banking

For a wide range of banking services, including free online & mobile bill pay, IFA Wealth Advisors refer clients to Charles Schwab Bank.

Checking

IFA Wealth Advisors refer clients to Charles Schwab Bank's High Yield Investor Checking Account. This account offers unlimited ATM fee rebates worldwide, no monthly fees and no account minimums.

Mortgages

Charles Schwab Bank provides exclusive discounts on select loans provided by Quicken Loans.

Trustee Services

For trust management and administrative needs, IFA Wealth Advisors can refer clients to corporate or administrative trustees through Schwab, National Advisors Trust or Fidelity.

Credit Card

Charles Schwab has partnered with American Express to offer the Investor and Platinum cards.

Senior Care Advisors

IFA Wealth Advisors refer clients to senior care services aimed at giving families peace of mind knowing their loved ones are well cared for.

Medicare Referral

IFA's Medicare referral services are designed to provide clarity and guidance while maintaining the high standards clients expect.

Clients are under no obligation to use any referred service provider. IFA has no control over the services provided by these third-party firms. Clients who choose to engage a provider will enter into a separate agreement, and any fees charged are separate from and in addition to fees paid to IFA.

Services For:

Individuals & Families

IFA provides enhanced investment advice to high-net-worth individuals and families by matching people with portfolios and working with them through other financial aspects of their life.

Retirement Plans

IFA delivers 401(k), 403(b), and IRA retirement plan solutions to small and mid-sized companies. By combining education, one-on-one advice, and model index portfolios, IFA creates customized, high-value plans at a reasonable cost.

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Institutions

IFA matches institutions with portfolios, providing the opportunity to pursue risk-adjusted returns consistent with the institution’s objectives. IFA assists institutional clients in the creation, purchase, and rebalancing of portfolios comprised of risk-calibrated, globally diversified blends of passively managed index funds.

Index Fund Advisors App

The Index Fund Advisors App is an educational resource for investors that is available for both Apple iOS and Android devices. Gain access to hundreds of articles and videos on evidence-based strategies, including investing advice videos from Nobel Laureates such as Eugene Fama and Harry Markowitz.

Explore our App

The IFA app is free to download and provides simplified access to features and content available on our website and elsewhere. Note that downloading this app does not include access to Index Fund Advisors advisory services.