Start Your Financial Planning On The Right Foot
With i•financial, navigating your money choices become easy. Together we will construct a realistic financial strategy that will help you plan for your first home, starting a family, or launching that business concept. We provide real life tools to assist with all areas of your financial planning such as tackling credit, financial debt, student loans, and saving for the future, mortgages, travel, lifestyle, and more.
Our custom programs are specifically designed for millennials like you. We go beyond your average financial advice and become partners in your financial journey.
Contact us to set-up an in-person, online, or phone consultation today.
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, 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 Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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