Company

Investment Financial Services, Inc.is a boutique wealth management firm providing comprehensive wealth management services with an added specialization in retirement account accumulation and distribution. Clients are primarily individuals aged 55+ with investable assets of $500,000 or more and a net worth in excess of $1,000,000.

We promise to:

• Put your interests first at all times.
• Provide complete solutions for your financial lifestyle needs, both for today and all of your tomorrows.
• Manage your investments with a prudent long-term perspective and with the goal of providing a successful investment experience.
• Adhere to the highest standards of ethical behavior and fiduciary responsibility.
• Consistently add value to our relationship by striving to deliver outstanding performance and service.
• Communicate candidly with you about any and all risks associated with the investment process, as well as the potential rewards – always keeping these two in proper perspective.
• Maintain highly effective controls designed to protect your assets and confidential information.
• Employ and work with skilled and professional people equally committed to first-class client service.