At Individual Financial Services, we offer financial and retirement planning to families and individuals in the greater Sandusky, Ohio, area. We focus on comprehensive financial planning for pre-retirees & retirees, helping them understand their overall financial picture, set short & long term goals, and recognize that all parts of a financial plan are connected.
We advise clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, and legacy planning, as well as evaluating life insurance and long-term care options. As an independent adviser, we can utilize a wide variety of strategies to accomplish a client's objectives. Additionally, we handle your Income Taxes for you! Contact us today!
Individual Financial Services Sandusky address and phone