Adam Gellis, CFP

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 financial 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 come closer toward 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 products or concepts. We'll get back to you quickly with a thoughtful answer.