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Welcome to IFIT Financial 

Our company specializes in longevity. IFIT clients have pursued their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At IFIT Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At IFIT Financial, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let IFIT Financial surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. IFIT Financial can help you prepare for one of life’s biggest investments.

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Estate and Business Transfers

Let us handle the details. We’ll help manage your affairs so passing on your legacy doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but IFIT Financial can help make it easy. Our time-tested benefit strategies aim to leave your employees in good standing.

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