SERVICES

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Investments
Our team of CERTIFIED FINANCIAL PLANNER™ Professionals will work with you to create an investment strategy that works best for you and your family
Financial
Planning
We help you plan for the future
  • Retirement Planning

  • Tax Plans

  • 401(k) Planning

  • 403(b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

  • Bonds

  • Common Stock

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

 

  • Treasury Notes

  • Variable Annuity

  • Mutual Funds

  • Fixed and Indexed Annuities

  • Real Estate Investment Trusts (REIT’s)

  • Gas & Oil Programs

  • Equipment Leasing Programs

Insurance
Insurance is a crucial step in planning for your future and the future of your loved ones
  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

 
 
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HOURS & LOCATION
Location
 

37229 Huron River Drive

P.O. Box 187

New Boston, MI 48164

 

Tel: (734) 753-4441

Fax: (734) 753-4281

 

Email: info@ifplan.net

Hours
 

Monday - Friday 

8:30 am to 5:00 pm

 

Evenings by Appointment