Individual Financial Services

Private Wealth Management Since 1971

 

Welcome to Individual Financial Service’s Web Site.  Please feel free to explore this site to gain a better understanding of IFS and how we help our clients plan for and meet their financial goals and objectives.

 

Since 1982, IFS has endeavored to help clients meet their financial goals by developing long-term relationships that are not only professional, but also lifetime friendships.

 

It is with this mission in mind that we commit to providing only the highest level of personalized service and seasoned advice, tailored for each and every client.

 

The purpose of this site is threefold…

 

  • First, we want to give our clients a place to go to find out what is happening at IFS and to have an easy way of communicating with us, at your convenience.
  • Second, we want you to have access to the latest information available regarding your account and us in a centralized location.
  • Lastly, we will be providing information on planning and investing that we believe is relevant to you, our clients.  We want you to know how much we value these relationships as well.  It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.

 

Whether you are using the calculators, market snapshot or one of the other options we have made available for you, we hope you find this site both enjoyable and beneficial.

 

If you have any comments, questions or suggestions please feel free to contact us.

 

Thanks for visiting.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →

Market Watch

July 06, 2009 @ 12:48 AM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
S&P Mid-Cap 400 565.03- 19.21
S&P Small-Cap 600 263.12- 11.11
10 Year Treasury Note 3.50- 0.05

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