Helping you achieve your goals
Financial planning* typically encompasses a number of critical areas, including retirement planning, estate planning, insurance, tax planning, investment management, cash management and budgeting. Depending on client needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Ifrah Financial does not serve as an attorney, accountant, or insurance agent. Ifrah Financial does not prepare legal documents or tax returns, nor does it sell insurance products.