Services provided

Retirement Planning

Having a flexible plan for retirement can help prepare you to pursue your goals, whether you're saving or already retired. While evaluating your current savings, income needs, and time horizon to retirement; we work together with you throughout the planning process to save money, invest smarter, and retire confidently!

Estate planning

Warren Buffet once said, “Someone is in the shade today because someone planted the seed a long time ago”. You’ve planted that seed! Allow First Then IFS to efficiently transfer those assets to your loved ones and family.

Insurance & Risk Management

Find suitable your coverage to protect those you work so hard for. Our insurance planning helps you maximize your protection and lower your annual costs. We will shop out with multiple carriers to find the best fit for your insurance and risk management needs.

Portfolio and asset management

After assessing your risk tolerance and understanding your investment goals, we create a portfolio matching the aforementioned to securities or investment products. As a firm, we take an active approach to portfolio construction and management. This means we aren’t simply sitting you in a mutual fund and charging a fee. At the same time, we aren’t trading every day within portfolios- we actively pay attention and make changes when appropriate for your goals and risk tolerance.

Special Needs planning

Helping families pursue their current and future financial plans / goals using long term planning to bridge the gap between today's reality and tomorrow's dreams for their loved ones who may not be able to care for themselves.  We assist families navigate the complexities of special needs planning, to create a financial plan that is more than just numbers, but a life plan. At First Then I.F.S., we recognize that every family situation is unique.

Business Owners

My personal experience has motivated me to become an advisor focused on helping business owners (providers within the community) and their amazing employees, who provide the essential support services for individuals of all abilities.  We prepare business owners for future developments and the different stages of business growth.

·         Business Owner / Employee Solutions

·         Employer Retirement Plan Advising

·         Buy / Sell Review

·         Group Health Insurance / Ancillary Benefits

Charitable giving

Realize some of the many tax advantages of donating to your favorite charities!