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Solid Strategies for Changing Times®

Your Financial Future

You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.

IFP is a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards to reaching your goals.

We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Advice

We create strategies that are tailored to your needs and goals.

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Legacies

Years of experience have prepared us to guide you through your life transitions.

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Integrity

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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With You in Mind

Our business is built on a foundation of thoughtful client relationships.

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Connect with Us

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Tina Avila

Executive Assistant
401-490-0290 Ext. 301
Tina.Avila@IFPadvisor.com

Tracy Bocompani

Executive Assistant
401-490-0290 Ext. 302
Tracy.Bocompani@IFPadvisor.com