Inman Financial

Happy Summer, New Look

  • We have a new logo and website!
  • IFS core values
  • Creating a My Social Security account
  • Combating FOMO in your portfolio
  • What’s happening

Update from the IFS Team

Dear Friends,

As you’ll notice, we have updated our logo and website! Much more than a desire to “refresh” our look, these changes result from a nearly two-year process of client surveys, meetings with business consultants and coaches, and a lot of introspection. Thank you again for your input and role in this process!

Our clients confirmed some of the benefits they receive from our partnership, including greater peace, clarity, confidence, hope, and security. These values resonate with who we are and what we strive to offer. Our new logo reflects this: the arcing line conveys confident momentum, and the rising sun speaks of the hope of a new day and light that can bring clarity and peace. Click our logo above to visit our new website and read more.

Another outcome of this two-year process was a clarification of our core values. These are the things we are committed to that help guide everything we do at IFS:

  1. Act as financial stewards. We have the passion and discipline to protect our clients’ long-term goals and desires. This means that we act in the best interest of each of our clients at all times.
  2. Bring financial peace. We want our clients to live fully and pursue their dreams without stressing about their financial futures.
  3. Build lasting relationships based on trust. Every day, we have an opportunity to earn trust with each other, our clients, and our community. We want to ensure our clients feel informed, confident and appreciated. We want to be known for our character and integrity.
  4. Remember that Money isn’t everything. We believe that “Wealth = Relationships + Time + Money.” We will often discuss matters that are not related to finances to help our clients thrive as people, spouses, and parents.
  5. Pursue growth and learning. We grow as a company when we grow as individuals. We look for opportunities to improve everything we do, including our own abilities.


More than ever, we are so grateful to come alongside you on your journey!

The IFS Team

How to Create a my Social Security Account

Budget woes over the years have forced the Social Security Administration to cut back on its mailing of benefits statements. Only those who are both 60 or older and who have not yet registered for an online SSA account receive Social Security statements.

This article will give detailed instructions on how to create and access your online SSA account.

Combating FOMO in your portfolio

Every day, we’re bombarded with companies’ and news outlets’ reports of what’s hot and what’s not, which can fuel the “fear of missing out” (FOMO) on a great investment opportunity. But a diversified portfolio is still the best way for you to maximize returns while minimizing risk.

What's Happening

41st annual Cathedral Park Jazz Festival

  •  July 16-18

Tigard Farmers Market

  • Sundays, 9am – 1:30pm​
  • Downtown Tigard

Personalized Winery Tours

  • Book a limo and grab some friends for a fun afternoon!

Recent Newsletters

First Quarter 2023

Market commentary
Schwab/TD Ameritrade merger
Contribution deadline
What’s happening

Fourth Quarter 2022

2022 market commentary
2023 perspectives to consider
Last year’s market predictions
RMD and contribution changes
Valentine date ideas

Third Quarter 2022

Encouragement in hard times
Market commentary
Markets in perspective
Be healthier and live longer
Pumpkin patches in Portland area

Second Quarter 2022

Market review
Meet the “unluckiest” investor
Seven habits that lead to happiness in old age
What’s happening


Peace, Clarity, Confidence

we'll help you get there