Who We Are

We are a full service financial planning firm established in 1982. Our average client has entrusted to us more than $800,000 to preserve and grow.  We provide our clients and their advisors with comprehensive and targeted modular financial planning, a full range of investment services on a fee only basis, life insurance, medical and disability insurance coverage, benefit planning for the small business, pension and retirement planning for businesses and individuals, and succession planning for the business owner transitioning his or her business to another owner. We also do a lot of handholding!

Choosing a financial planning firm and a planner is no easy task. Often a consumer may get a referral to an advisor from a friend or associate. Sometimes it is a good fit sometimes not. At IFA we work hard to get to know our clients. It’s a standing joke that eventually we will know the dog food your pet eats and your favorite song. What that tells you is that this business of financial planning is a personal business. If we don’t really know you – if we don’t know your dreams –  if we don’t know what you are striving for in life, then we don’t deserve your business. More importantly, we don’t deserve a lifelong relationship built on trust and confidence.

Another financial advisor we know, Nick Murray, has written:

"I can promise you that, throughout all of the years and decades that we work together, you will never find another… advisor who’ll care more about you and your family, or will be more deeply committed to the realization of your financial goals.

I promise to invest your capital as carefully as I do my own, because I know that your hopes for your family’s future are every bit as sacred to you as mine are to me.

I commit to tell you the plain, unvarnished truth all the time, especially when you may not want to hear it….

Finally, I will never… tell you I can do something I can’t, nor will I tell you I am going to do something, and then not do it."

If any of this resonates with you and what you are looking for then please feel free to explore our home on the Web. You will find much of interest and a lot from which to learn inside.

Welcome!

To schedule a complimentary consultation call our Fountain Valley, California, office at (714) 962-5807.