Financial Planning That Puts Your Life First
At Ifft & Palmer, we believe real financial planning starts with you – your goals, your concerns, your vision for the future. We take it beyond assets and returns to consider how you want to live and how to help make it happen. Together, we’ll help you navigate the big questions: How long will your money last? When should you claim Social Security? How will you handle health care costs? And with our Confidence Meter, you’ll always know where you stand – and what steps you may take to stay on track.
Financial, Retirement & Income Planning
Strategies to plan, prioritize, and pursue your financial goals.
Education Planning
Smart, tax-efficient strategies to save for education.
Estate Planning
including Life Insurance
Protecting your legacy and ensuring your wishes are honored.
Long-Term Care Planning
Planning today to protect your financial future and care needs.
How We Work
At Ifft & Palmer, financial planning is a collaborative, ongoing relationship — not a one-time event. We follow a structured yet personal approach to help you move forward with clarity and confidence.
Discovery
Learning about your goals, financial concerns and vision for the future.
Plan Design
Build a personalized financial plan tailored to your objectives lifestyle, and timeline.
Implementation
Together we turn your plan into action so you stay organized and on track.
Guidance
Life changes – your plan should too. Meet annually to review the progress.
Financial peace of mind doesn’t happen by accident—it’s built with intention,
strategy, and a partner who understands what matters most to you.