
Independent for Decisions..
Inter-dependent for Success
We believe in empowering you to make informed decisions. While independence is key, success often comes from sharing knowledge and working together.
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The CARES Experience TM
Our belief is that financial success is only possible if Clients, Advisors and Resources (financial companies) work together with an Effective System with each participant receiving balanced and fair value!
3,000+
clients helped
est. 2003
helping clients ever since
National Reach
to serve clients
How We Can Help You
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Financial Planning
Tools and expertise
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Investments
Registred investment advisor representatives
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Insurance
Licensed advisors for life insurance, long term care, and annuities
Advisor Spotlight
Real People, Real Guidance
Investment Strategies That Move With You
About IFA: What make us different
Hear Don Means, Advisor, discuss why he joined IFA and what makes IFA different.
0:03
I’m Don Means I’m a new advisor at Interactive Financial Advisors.
0:07
I’ve been working in the financial services industry for 10 years, investing for over 20.
0:13
And when I decided to become an advisor, I was looking for a firm where I wasn’t just a number, where clients weren’t just a number.
0:21
One of the things I really like about IFA is that we bring capabilities that were created for the wealthy to everyday investors.
0:32
Relationships are very important and our advisors build relationships with their clients through the CARES Experience.
0:40
The CARES experience is a structured format that allows us to really get to know clients, get to know what their goals are, get to know what their dreams are and build financial strategies around that.
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Direct Indexing: A Personalized Approach to Investing
