Services - Index Fund Advisors, Inc.

Wealth Management

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

Identification of Individual
Risk Capacity
Development of Optimal
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
Performance Reports
from Date of Inception
Glide Path Systematic
Risk Reduction Program
Cash Withdrawal
& Deposit Management
Alternative Investment
Evaluations

Accounting

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

Tax Advice -
Personal & Business
Tax Planning -
Personal & Business
Personal Tax
Return Preparation
Multi-State, Out of State and non-resident

One-on-One Consultation to ensure all Eligible Deductions and Credits are Reported

Establish Data Feeds with Financial Institutions and Create Automated Bank Rules for Ease of Transaction Reconciliation

Ensure Accuracy and Compliance with Federal and State Taxing Authorities
Business Tax Returns

Corporation (Form 1120)

S-Corporation (Form 1120S)

Partnerships, LLPs, LLC’s (Form 1065)

Trusts/Estates (Form 1041)

Non-profit (Form 990)

Quarterly Payroll & Sales Tax Returns

Business Personal
Property Tax
Bookkeeping
and Accounting Services
Wholesale Pricing for QuickBooks Online and QuickBooks Self Service Payroll

Credit Card and Bank Statement Reconciliations

Issue Monthly Reports (balance sheet, profit & loss and AR/AP aging)

Review Balance Sheet and Income Statements for Accuracy

Maintain Bank and Credit Card Data Feeds to QuickBooks Desktop/Online
Business Accounting Software
Create and Configure Chart of Accounts

Data Conversion from Existing Accounting Systems

Establish Data Feeds and Automated Bank Rules for Ease of Transaction Reconciliation

Customized reporting Templates

Wealth Planning

Financial Planning

IFA offers IFA Financial Planning, utilizing eMoney to provide a complimentary, wealth management system that will allow 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 financial 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.

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 determine how to maximize your 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.

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.

Referral Services

Insurance Services

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

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.

Estate Planning Services

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

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.

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 earn optimal risk-adjusted returns. IFA assists institutional clients in the creation, purchase, and rebalancing of portfolios comprised of risk-calibrated, globally diversified blends of passively managed index funds.

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Academic Advantage

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