Planning your financial strategy involves many important decisions that may feel overwhelming. It can be difficult to get started when you’re not even sure what to ask. At Inman Financial Services, we equip you for all the steps and possibilities of the process as we partner with you through life’s journey. We help you create and maintain a comprehensive financial strategy that reflects your dreams and goals and inspires confidence in your decisions. On an ongoing basis, we review your current investments, assets, insurance needs, taxes, and estate plan, along with your risk tolerance and general approach to financial management. Throughout our relationship together, we work to bring peace and clarity as we guide you in building a healthy financial future.
Here’s what you can expect from us:
- A strong relationship: Our goal is to develop a long-term relationship with you and bring peace, understanding, and direction to your financial life. Your perspective, thoughts, and concerns are important to us, and we are committed to walking with you through the various ups and downs that come your way.
- A focus on your dreams and values: When partnering with you, we follow a step-by-step approach centered around what’s important to you, starting with conversations to clarify and understand your goals and ideals. Throughout every point in the process, you’ll feel empowered to make wise choices that fit you and you’ll be equipped to confidently respond during unexpected circumstances.
- Ongoing support: We’re dedicated to providing you with highly personalized care and guidance. Each member of our team offers years of expertise in the financial services industry. We’re here to help you simplify and streamline your finances, stay organized and focused, and avoid making emotionally driven decisions.
Dave and Cheryl Inman founded Inman Financial Services in 1990 with a desire to establish a practice where the client truly comes first. After working in the financial industry for several years, they saw the potential to make a difference in people’s lives by equipping them to make wise money management decisions and helping to reduce fear and anxiety. Being an independent company gives IFS the freedom to be attentive to each client, and allows the flexibility to offer a wide range of services and investment alternatives that can consistently be evaluated or adjusted. IFS has guided clients through seasons of economic growth and prosperity, and has remained a calming influence during multiple downturns in the national and global economies. The IFS team is dedicated to providing exceptional client service, financial education, and thoughtful planning to empower clients to achieve financial health and stability while they pursue their goals and dreams.