Contact Us
Mary Brunson
AIF®
Vice President

Toll Free:
1-888-815-5025
Local Phone:
949-428-0432
mary@ifa.com

Full Service, Faith-Consistent Investment Management

Investment Advisory

IFC provides investment advisory services that focus specifically on matching people with portfolios of passively managed or index mutual funds, based on the client's risk capacity.

  • Identification of Individual Risk Capacity
  • Development of Optimal Asset Allocation
  • Selection & Monitoring of Investments
  • Behavioral Finance Advice
  • Independent & Fiduciary Based Advice
  • Rebalancing Advice
  • Tax Loss Harvesting
  • Tax Management & Asset Location Strategies
  • Performance Reports from Date of Inception
  • Glide Path Systematic Risk Reduction Program
  • Cash Withdrawal & Deposit Management
  • Alternative Investment Evaluations

Financial Planning

IFC Wealth Advisors utilize third-party financial planning software to produce comprehensive financial plans for clients. The analysis provides the foundation for recommendations to achieve each client's financial objectives.


Retirement Planning

With the aid of the IFC Retirement Plan Analyzer, IFC Wealth Advisors are able to help clients make more informed decisions in each stage of retirement.


Additional Services

Estate Planning Services

IFC Wealth Advisors can refer clients to estate planning attorneys to create estate plans and aid in the implementation of the plans.

Trustee Services

For trust management and administrative needs, IFC Wealth Advisors can refer clients to corporate or administrative trustees through Schwab, National Advisors Trust or Fidelity.

Insurance Services

IFC Wealth Advisors refer clients to insurance advisors and collaborate with the advisors to integrate the insurance policies with the overall financial needs of the client.

Charitable Giving Services

IFC Wealth Advisors assist clients in setting up donor advised funds, which are charitable giving accounts that provide an efficient way to make grants to charities.

Social Security Optimization Services

IFC Wealth Advisors and expert resources provide a powerful solution to determine how to maximize your social security benefits and further outline your complete financial picture.