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Making Retirement Make Sense 

The path between where you are now and where you want to be rarely comes with a clear map. We work alongside you, taking the time to understand your situation before we ever suggest a direction.

What We DoTurning Retirement Questions Into a Plan You Can See

Planning for retirement comes with a lot of questions that don't always have clear answers, whether you're just starting out, getting close, or already there. We cut through the jargon, lay out your options, and walk you through what each one means for your specific situation. The conversations we have are honest and direct, because you deserve to understand every decision you're making along the way. 

 Who We HelpThe Right Fit for the Right Client

We work with people at different points in the retirement process, but the common thread is a willingness to take an honest look at where they stand and figure out what comes next.


Planning as a Family

Working toward retirement as a unit, and want a plan that accounts for everyone's future.


Getting Close to Retirement

Still years out and wanting to make sure the plan will hold up before committing.


Making the Transition

Ready to leave work behind and need a clear, sustainable plan for what comes next.


Already in Retirement

Retired and focused on protecting their savings and making sure the money goes the distance.

How We HelpPlan, Protect, and Manage Your Retirement

Whether you're still building toward retirement or already living it, the services we offer are designed to meet you where you are. We take the time to understand your specific situation before we recommend anything, because a plan that doesn't fit your life won't do you much good.

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Risk Management

Coverage and income options that protect the people who depend on you and provide reliable income regardless of market conditions.

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Financial Planning

A clear look at your overall financial picture, including cash flow, taxes, and how today's decisions shape tomorrow's options.

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Investment Services

Portfolio management that reflects your timeline, your income needs, and the right level of risk for where you are.

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Retirement Planning

A plan built around when you want to retire, what that life costs, and how long it needs to last.

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Who We Are
 Our Story

IGS Financial was founded around a single focus: helping you build the retirement you've been working toward through honest conversations and a clear look at all your options. The name itself, Integrity, Guidance, Stability, reflects the three pillars that guide the way we work and what we're here to help you accomplish.

Our ProcessHow We Work Together

Our process is built around collaboration because we believe every decision should be one you fully understand before it's put in place.

The Conversation

A discussion about your goals, your timeline, and what retirement looks like to you.

The Full Picture

We review your financial picture together and lay out every option available in plain terms.

The Plan in Motion

We implement your chosen plan and stay available as your life and priorities evolve.

Educational Insights


Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.
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Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.
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Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.
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Debt Stress

Debt Stress

There’s a link between debt and stress.
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Contact UsReady to Start the Conversation?

Retirement planning is a process that starts with a single conversation, and that conversation doesn't have to be complicated. Reach out today and let's talk through where you are, what you're working toward, and what the path forward looks like for you.

Contact Us