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.
IFA provides investment advisory services that focus specifically on matching people with portfolios of passively managed funds, based on the client's risk capacity.
IFA Taxes provides collaborative tax advice, tax planning, accounting, and tax return services to individuals and business entities across the United States.
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.
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.
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.
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.
IFA's College Savings Analyzer helps IFA Wealth Advisors align a client's college funding objectives with an appropriate college savings and investment plan.
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.
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.
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.
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.
IFA Wealth Advisors can refer clients to estate planning attorneys to create estate plans and aid in the implementation of the plans.
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.
For a wide range of banking services, including free online & mobile bill pay, IFA Wealth Advisors refer clients to Charles Schwab Bank.
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.
Charles Schwab Bank provides exclusive discounts on select loans provided by Quicken Loans.
For trust management and administrative needs, IFA Wealth Advisors can refer clients to corporate or administrative trustees through Schwab, National Advisors Trust or Fidelity.
Charles Schwab has partnered with American Express to offer the Investor and Platinum cards.
IFA Wealth Advisors refer clients to senior care services aimed at giving families peace of mind knowing their loved ones are well cared for.
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.
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.
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.
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.
IFA works closely with investment committees, boards, and other advisors of endowments and foundations to implement customized, risk-appropriate, cost-effective investment solutions that meet specific needs and help grow the organization.
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.
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.
The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
