At i•financial, helping our clients live intentional lives while making the financial planning process understandable is our goal. As investment advisors, we operate as fiduciaries, which means we are obligated to act in your best interest, avoid conflicts of interest, disclose all material facts fully and completely, act with utmost good faith, and not mislead clients.
How Bunching Expenses Can Enable Taxpayers to Continue to Itemize
February 11, 2020
FAFSA: Don’t Leave Money on The Table
February 4, 2020
Draft a Retirement Wish List for Your Financial Adviser
January 28, 2020
Facing the Possibility of Incapacity
January 21, 2020
Giving Your Card a Charge
January 18, 2020
IS THE ROTH 401(k) RIGHT FOR ME?
January 14, 2020
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
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