Our Services

What Our Clients Can Expect

Our

Promise

Our promise is to work hard and do our best to develop and execute your financial plan and investment strategy with you. We are dedicated to making a difference in the lives of those we serve.

We’re dedicated to communicating with you regularly in face-to-face meetings and scheduled review calls. We will provide ongoing market and economic updates with our monthly commentary. We will spend time with you to provide information and education on financial planning and investment topics and issues as well as provide you with supporting research.

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Strong Working Relationship

Your IFS-professional will develop a strong working relationship with you. He will oversee the relationship, plan assessment and implementation, and investments for each client. He will navigate and coordinate our internal work with IFS staff and our service partners for you.

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Long-term Relationship Focused

We will devote the time necessary to establish and build a successful long-term relationship focused on you (and your firm) as a client and your goals, objectives, and concerns. We understand that it is our responsibility to earn your trust. Our integrity, objectivity, transparency, and independence are on-the-line with every client.

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Client-Centered

You can expect that our firm will be client-centered; our team of professionals will all be available to respond to your needs. IFS partners, staff members, processes, and technology are all engaged to be of service. We consider it our responsibility to be responsive and accountable to you for issues associated with your financial planning, investments, and servicing needs.

Our

Individual Services

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BROAD BASED FINANCIAL PLANNING

For our individual clients – Our planning process creates a road map to help them achieve long-term personal and family goals, including investment strategy and asset allocation, risk-management (insurance), executive and company benefit utilization, tax-aware asset distribution strategy, and estate planning strategies.

For our business clients – Our planning process typically starts with what is important to the firm in employee retirement and/or benefits planning. Over time, the planning frequently begins to coordinate the business owner’s business planning with the personal planning (as described above).

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INVESTMENT ADVISORY

We employ a research-based process-driven approach for our client’s investments. The foundation of our philosophy is rooted in decades of empirical data that guides our portfolio construction. Opinions, speculation, and market timing are not part of our process.

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ESTATE PLANNING STRATEGIES & GENERATIONAL WEALTH TRANSFER

Strategic Planning is all about making intelligent, well informed decisions on matters that are important to you. The ultimate objective is to construct at a well-conceived, integrated financial strategy that helps you and your family accomplish your goals and objectives in an effective, predictable manner.

Our

Corporate Services

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QUALIFIED PLAN SERVICES

We provide guidance to companies offering qualified retirement plans to employees. Our investment philosophy in retirement plans again focuses on our clients’ retirement savings. We take a consultative approach with each organization to design their plan with competitive costs, a well-constructed participant-focused investment program, an ongoing education program for employees to assist them in making progress toward retirement, and to help plan sponsors understand and address their obligations.

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COMPANY SPONSORED GROUP INSUrANCE PLANS

Through our relationship with Kistler Tiffany Benefits/OneDigital, an employee benefits firm located in Berwyn PA, we offer group insurance brokerage and consulting services for group health, dental, life, and disability income insurance for our business clients.

*Kistler Tiffany Benefits/OneDigital is not affiliated with Equitable Advisors or its affiliated companies.

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NON-QUALIFIED SUPPLEMENTAL EXECUTIVE BENEFITS

Through our relationship with Karr Barth Administrators our firm designs, funds and administers non-qualified benefit plans. Each plan – its benefit structure, funding strategy and administration – is carried out on an individually customized basis. Our clientele includes the full spectrum of American business: from the nation’s largest firms to growing entrepreneurship.

*Karr Barth Administrators is not affiliated with Equitable Advisors or its affiliated companies.

Get In Touch

1 Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004-1735
+1 610 660 4123
[email protected]

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