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.

  • 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.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

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 →

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

More Newsletters →

December 01, 2008 @ 12:16 PM

Nasdaq Composite 1,448.65- 86.92
S&P 500 846.41- 49.83
S&P Mid-Cap 400 479.77- 34.79
S&P Small-Cap 600 239.22- 14.54
10 Year Treasury Note 2.83- 0.13

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