IFP360 Videos






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As our clients and friends know, we are continually seeking new and innovative ways to ensure the experience we deliver is second to none.  That's why we're pleased to announce the addition of IFP 360° suite of tools to our lineup.  

Powered by , IFP 360° will provide our clients with an interactive wealth management platform, featuring real time updates, and multiple financial planning options to meet our clients' every need.

With IFP 360° our clients will be able to gain secure access to all assets on a single page; even accounts not currently managed by us.   Clients will gain a holistic view of their complete financial situation, so they can keep better track of their important lifestyle and financial goals.   Available tools include:  Cash Flow Planning, Estate Planning, Goal-Based Planning, Aggregation, Investment Planning, and Retirement Income Planning.

Our clients will also be able to store valuable documents using IFP 360° secure online Vault, a great way to backup those important files from any hazards or share them with your family or advisors.   Please view this short clip to learn more.

 

 

 

 

 

 

 

 

 

 

To find out more about how IFP 360° can benefit you contact us today to schedule an appointment.