Investment Services

to plan your financial future

Our Advisory & Investment Services provide a broad range of financial management assistance.

or call 510.653.8968

What We Offer

OUR SERVICES

ITFS has specialists who can help you plan to preserve your wealth for future generations. We help you navigate potential estate tax strategies, help you develop an estate plan, and consult with you on wealth transfer techniques. Research demonstrates the importance of empowering your heirs so your wealth can successfully transition someday. Through our program, we’ll help you with preparing family members, getting investment knowledge, and creating a wealth plan. Contact Us

Implementing a budget for yourself and your family is a difficult process for most people. Managing and maximizing your personal cash flow is essential for obtaining your financial goals. At ITFS, we objectively measure your budget’s success by projecting revenue, expenses, and the resulting profitability goals. Contact Us

Not only can we help you secure a life insurance policy for your needs, but if you are currently insured, we offer a free service of analyzing that policy as it pertains to your full financial picture. There are many aspects of life insurance that can leave policy-holders confused. ITFS professionals are more than happy to help you understand your
policy better. Contact Us

College planning experts at ITFS help you create a personalized college funding plan for the student you’re preparing for. We work jointly with families to help them increase their college financial aid and minimize college loans for the student. Contact Us

ITFS has a comprehensive team of agents who
give a holistic experience to clients when buying or selling real estate. Using our mortgage
lending office and our Financial Advisors, we make sure you meet lending requirements and are
financially sound respectively. Learn more about our services.

  • PORTFOLIO MANAGEMENT​​

  • FINANCIAL PLANNING & GUIDANCE​​

  • BUDGET ANALYSIS & PLANNING​

  • LIFE INSURANCE & ANALYSIS​

  • COLLEGE PLANNING​ ASSISTANCE

  • HOME PURCHASE PLANNING​ ASSISTANCE

  • OTHER RETIREMENT PLANNING​

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