The advisors and firms that make up our Independent Financial Advisor’s Consortium are an exclusive group of professionals practicing in the areas of financial planning, investment management, tax planning, estate planning strategies, and insurance. The IFAC members operate independently but work together as a resource sharing group. Each member firm is able to leverage knowledge and resources for the betterment of their clients. Personal client information is not shared between firms within the IFAC.
The advisors that make up the IFAC come from a variety of backgrounds in the financial industry. Collectively, they bring together a wide range of specialties and professional credentials for the benefit of those they provide advice and counsel.
The IFAC firms have a depth of range in experience and possess a variety of certifications.
- CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
- CLU® - Chartered Life Underwriter
- ChFC® - Chartered Financial Consultant
- AAMS® - Accredited Asset Management Specialist
- CRPC® - Chartered Retirement Planning Counselor
- AIF® - Accredited Investment Fiduciary
- CFEd® - Certified Financial Educator
- AWMA® - Accredited Wealth Management Advisor
- CMFC® - Chartered Mutual Fund Counselor
- RICP® - Retirement Income Certified Professional
- CWS® - Certified Wealth Strategist
- CRPS® - Chartered Retirement Plan Specialist
