Since no two individuals are alike, neither should any two portfolios be alike. We offer the following services:

  • Personalization and management of Individualized Portfolios

  • Financial Guidance including assets held outside of ITFS

  • Budget Planning

  • Basic Investment Education

  • Life Insurance Analysis

  • Family planning

  • College Planning

  • Home Purchase Planning

  • 401(k) Planning & Direction

  • Retirement Planning