Client Resources

New Addition Checklist

New Addition Checklist

New addition to the family? A new birth, adoption, or guardianship can introduce new financial needs. Please reference...

Retiring Soon Checklist

Retiring Soon Checklist

Is Retirement here or on the horizon?   Please reference this list for potential to-do items to consider to help...

Starting College Checklist

Starting College Checklist

Is your student starting college soon? College is a commitment. Please reference the list below for potential to-do...

Disability Checklist

Disability Checklist

Recent Disability? Disability can have a significant impact on all aspects of life. Please reference this list...

Death or Inheritance Checklist

Death or Inheritance Checklist

When a death occurs it can be a complex and emotional time.  In the event of a death, please reference this list for...

Divorce Checklist

Divorce Checklist

Recent Divorce? Divorce is difficult and often overwhelming. Please reference this list for potential to-do items...

Job Change Checklist

Job Change Checklist

New Job?   A new job is exciting but it can affect your financial needs and strategies. Please reference this...

Marriage Checklist

Marriage Checklist

Newly Married?   Congratulations! Marriage can introduce new financial needs. Please reference this list for...

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Securities offered through IFP Securities, LLC. dba Independent Financial Partners (IFP), member FINRA / SIPC. Investment Advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor, IFP and Cornerstone Wealth Management. are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.