Office Hours : Monday to Friday - 8am to 7pm. Additional availability by appointment

Welcome to IFM – Innovative Financial Management

Protection. Planning. Retirement Solutions.

A Proud Affiliate of Symmetry Financial Group

At IFM (Innovative Financial Management), we believe that every hardworking individual and family deserves access to the same powerful financial strategies as the wealthy. Whether you’re planning for your future, protecting your loved ones, or preparing for retirement, we’re here to help you build a stable financial foundation—without confusion, pressure, or gimmicks.

We proudly serve the working class, individuals, families, and small business owners with personalized, affordable solutions that grow with you. Backed by the national strength of Symmetry Financial Group, we bring you the best of both worlds: the resources of a national leader and the personal touch of a local advisor.

Why Choose IFM?

Tailored Financial Strategies

No two people are the same—and your financial plan shouldn’t be either. We take the time to understand your goals, challenges, and values so we can deliver real solutions, not one-size-fits-all products.

Focus on the Working Class

You don’t need to be rich to build wealth. At IFM, we specialize in helping middle-income families, blue-collar workers, and small business owners protect what matters most while creating a roadmap for long-term security.

Industry-Leading Carriers

Through our partnership with Symmetry Financial Group, we provide access to top-rated insurance and investment carriers, so you can rest easy knowing you’re getting the best value and performance in the industry.

Education-First Approach

We empower our clients through clear, honest guidance. We won’t talk over your head or sell you something you don’t need. We believe in financial literacy, transparency, and trust.

What We Do

Protection Planning

Your family deserves to be financially secure—no matter what life throws your way. We offer:
Our goal is to help you create a safety net that protects your income, your loved ones, and your legacy.

Financial Planning & Wealth Building

We’re here to guide you through real-life financial decisions—from budgeting to debt elimination to long-term investing.
We offer goal-based financial planning that adapts with every chapter of your life.

Retirement Solutions

You’ve worked hard—now it’s time to make your money work for you. Whether you’re just starting to plan or you’re near retirement, we’ll help you:
It’s never too early—or too late—to start building the retirement you deserve.

Join the IFM Mission

Are you passionate about helping others achieve financial freedom? IFM isn’t just a company—it’s a movement. We’re growing our team of driven, caring individuals who want to make a real difference while building a career they love.

A mission that A mission that

Whether you’re a seasoned professional or just starting out, we’ll equip you with the tools, training, and leadership to succeed in the fast-growing financial services industry.

Learn About Our Career Opportunities

Ready to Take Control of Your Financial Future?

Book a free consultation today and let’s start building your personalized financial roadmap. No pressure. No jargon. Just clear, honest advice that works for you.

IFM – Innovative Financial Management

Financial Solutions for Real Life.

A Proud Affiliate of Symmetry Financial Group