Proposal and Action Plan

Once we have all of the necessary information, IFS will build and present you with an individual investment strategy that is unique to you and your needs. During this meeting we will provide you with an Investment Policy Statement (IPS) that will act as our roadmap for your investment and diversification strategy. Once we have mutual consensus on the strategy, we design a personal action plan together with you.

ACTION PLAN

Present you with an Investment Policy Statement (IPS)
Present Asset Allocation Plan and Recommend Specific Investments for your Plan
Recommend an Estate Plan Course of Action
Review:

Monte Carlo Simulation - Plan Success Rate
Life Insurance Needs and Contract Analysis
Disability and Long Term Care Insurance Needs
Umbrella coverage analysis

PURPOSE OF THE MEETING

Present the Financial Plan, Investment Strategy and Organize all Financial Documents Presented.