IFS was founded in 2007 on the desire to offer independent and holistic financial advice to clients, which we observed as a rarity in the financial services business.
We know from experience how the typical micro-level product salesperson works, because when we entered the industry in 2004, this is exactly how we were trained to do business. As career agents for a Cincinnati-based life insurance company, we were trained to sell their particular brand of life insurance products.
By the time we left our career agent positions there in 2007, we had adopted the use of an independent macro-economic financial model that is able to coordinate every financial decision that we make in our lives. Going far beyond just investments and life insurance, the LEAP PS&G Model (TM) examines how virtually every financial product we own (including Protection, Savings, and Growth instruments) impacts our wealth and the lives of our families.