Investment Services
GOAL: To help clients
better manage their wealth.
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Highlights
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Develop written investment plans for individuals and pension
plans tailored to specific client goals, resources, experience and risk
tolerance.
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Assist clients in implementing investment plans by identifying
specific securities or money managers, including mutual fund managers,
to meet the requirements of the investment plan.
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Review existing investment portfolios, identify performance
characteristics, evaluate them against a client's situation and make appropriate
recommendations.
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Prepare focused retirement and education funding plans to
identify ongoing funding needs to meet client goals and objectives.
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Evaluate client's retirement benefits including; 401(k) or
403(b) choices, company stock options, pension plan benefits.
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Execute necessary asset allocation changes to client's portfolio;
including assets that are held by TIAA-CREF, Fidelity, Schwab or most other
custodians.
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Develop strategies to protect clients wealth from estate
taxes.
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Evaluate insurance coverage (life, health and long-term care)
Personal Financial
Planning
Our personal financial planning is tailored to your specific needs.
Our recommendations are determined by individual consultation and analysis
of your situation. We help to identify your goals, then construct
a workable plan to achieve them. Included in the plan may be tax
and investment strategies, an estate planning analysis, an analysis of
personal risk management, and strategies for achieving financial independence.
IFSG coordinates all aspects of your planning and its implementation.
Plan reviews are conducted periodically and are updated as needed.
Securities
and Investment Advice
We work with you to define your overall investment goals and then execute
an investment strategy designed to meet your needs for safety, liquidity,
income, capital appreciation and diversification. Our associates
are Registered Representatives offering stocks, bonds, options, mutual
funds, REITs, limited partnerships and annuities.
Portfolio
Management
As a Registered Investment Advisor, IFSG Planning Associates, Ltd.
can assist you with all your investment decisions, whether personal, pension
or corporate. Our recommendations are based on helping you reach
your financial goals. We provide a broad spectrum of services for
managing our clients' portfolios, from small personal portfolios to multi-million
dollar pension plans. Our specialists in portfolio design and management
can help in arranging your portfolio, advise and guide you in your investment
decisions and help track the progress of your investment program.
Retirement
Plans
Retirement plans are a key component in the design of any business
benefit program, and a successful retirement plan begins with professional
plan design. Our experienced representatives will conduct comprehensive
fact-finding interviews with you and your staff to determine plan objectives.
We then develop the most cost-effective plan to meet those objectives.
Once the appropriate plan design has been selected, we work with you to
implement the plan. If required, IFSG Planning Associates, Ltd. can
be retained to provide ongoing portfolio management services tailored to
the needs of the plan and its participants.
Fees for Services
Fees are charged as either an hourly rate, as a fixed
cost for a specific plan or engagement, or as a percentage of assets for
which investment advisory services are required.
Hourly Rate: $100.00
Asset Management Fee: 1% of Assets Managed
Preferred Minimum Account Size is $100,000.