Everybody Has a Plan.

Some plans are by design; some are by default. Designed plans pursue pre-determined outcomes while default plans usually suffer unintended consequences. What kind of plan do you have in place to live the lifestyle you envision without needing to be employed or dependent upon others for monetary support?

Our mission is to help our clients protect their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority.

Led by Jeff Acheson, an influential expert with more than 45 years in the financial services industry, our team has the knowledge to guide you. Our S.M.A.R.T. Strategies are designed to help our clients protect their financial independence by:

• Securing wealth from risks
• Maximizing growth through sophisticated, tax-optimized investment vehicles,
• Aligning personal and business planning with legacy goals,
• Reducing tax burdens legally and effectively, and seamlessly*,
• Transferring assets to future generations or charitable causes—ensuring a lasting legacy.

*Neither IFP Advisors LLC, IFP Securities LLC, dba Independent Financial Partners (IFP), nor their affiliates offer tax or legal advice. Any potential tax advantages or benefits will depend on your circumstances. Consult your tax professional and/or legal expert about your individual tax situation and visit IRS.gov to learn more.

Ready to learn more about building the right tax-advantaged capital to meet your personal and business goals?