Our Financial Advisor Model

Our belief is that Financial Success is Only Achievable if Clients, Advisors, and Resources (Companies) work together with an Effective System (The CARES Process™) to create Value, Sustainable Relationships, and our Mission of Making Life Better For Everyone™!

"Everyone is Independent for Choices and Interdependent for Success" – Someone Who CARES™

Compliance Documents

CRS Form | ADV-Part 2A Brochure

CARES COMPANIES™

We are three companies who, together, provide a complete, integrated suite of financial products and services.

Interactive Financial Advisors

(A National SEC Registered Investment Advisor) specializes in providing fee-based advisory services - investment analysis and solutions.

Unifinancial Corporation

(A National Risk Management company) is a national firm focused on developing and implementing new style risk management analysis systems and solutions.

OrganizAmerica

(A National Financial Information Services company) is a company focused on information technology services that are essential for clients, advisors and resource companies to make better financial decisions and to provide tools to manage the flow of vital and relevant information.

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Resource Partners

We partner with the best of breed technology companies in the business to help you reach your goals.

Future Vault

FutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation, extractFutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation, extracting data via our Intelligent Document Processing engine to drive automation, insights, and intelligence.

Axos Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). Axos Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. Redtail has been a strategic partner of IFA since 2004 and has helped IFA develop new and innovative solutions for servicing our clients.

Horizon Investments

Horizon Investments is a goals-based investment manager. We build goals-based investment strategies, construct cutting-edge planning tools and conduct investment research that empower financial advisors to help their clients achieve their individual, real world financial goals. As a goals-based investment manager, Horizon stands shoulder to shoulder with financial advisors and seeks to design investment strategies that connect to a client’s financial goals, understanding that they have a fixed amount of time to reach their objectives.

CARES Process ™

Step 1: Relationship

A discussion to create an awareness of the issues you will need to consider to determine your level of caring and commitment to your personal financial success using our self-evaluation CARES Score ®.

Complimentary CARES Score ®

Step 2: Discovery

An interactive discussion where we listen and record what is really important to you. Essential information will be gathered to clarify your financial objectives and what you feel would Make Life Better for You.

Step 3: Analysis

We analyze and review with you, your specific financial situation, using our unique Making Life Better™ Calculator. This helps you clarify your expectations and prioritizes your goals and commitments.

Retirement Calculator

Step 4: Solutions

Based on your financial situation analysis and the priorities you have identified, appropriate solutions will be custom designed and presented. These solutions will be focused on assisting you in achieving success.

Step 5: Service

We will establish a well-structured communications and service schedule with you to stay on track and make any necessary future adjustments.

Become a Financial Advisor who CARES ™

Opportunity to Become an Advisor Who CARES ™

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