The tools featured here are merely a supplemental resource, and are not meant to place any research or paperwork burdens on our clients. Please contact Lee Sommers on the IFS staff at 248-932-9329 or at lee@ifs-ltd.comif you need assistance using any of these resources.
25 Java-based financial calculators which calculate various scenarios to help you consider options for your financial plans.
Client Forms
Access various documents to ensure we can serve you effectively.
Articles of Interest
Articles which are gathered from across the web covering a wide range of topics we feel can be useful to your current state of financial affairs.
What is a CERTIFIED FINANCIAL PLANNER® (CFP®)?
Can you guarantee rates of return?
Do you have a minimum account size?
I consider myself to be financially savvy. Do I need a financial advisor?
Why don't you include testimonials on your website and in your marketing materials?