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Your practice: It’s personal. We’re committed to taking your business to the next level.


Designed to enhance your growth potential

Get the support you need. From gaining access to a library of resources specific to growing your practice to tailored service support to aide the different phases of expansion, we’ll help you catapult your business to the next level.

business coaching


Keep more of your hard-earned money

As competitive as they come, our payout grid allows you to keep more of your hard-earned money by earning up to 97% depending on your annual GDC.

Tell us a little about yourself:

Discover what your payouts could be




Annual E&O Cost


Monthly Membership Fee

IFP technology


Technology that works with you, not against you

We not only embrace technology, we design it. From our proprietary digital platform and our in-house IT team to our curated list of third party software, we understand the financial professional’s need for innovative technology. Here you’ll never feel like you’re in the dark ages.


Let us do the work for you

Have too much on your plate? No problem. We mean it when we say we’re here to enhance your growth potential. Offload some of your tasks to IFP so you can focus on what matters most.

  • Portfolio Management

    Team up with our Asset Management Team to outsource your portfolio management tasks. Our multi-credentialed team will handle the money management so you can focus on growing your practice.

    Learn how to free up your time
  • Marketing & Design

    We're in the business of making you look good. From custom branding to seamless website development, our in-house Design Group will help put you on the map and nail your first impression.

    Stand out today
  • Virtual Admin

    Whether in search for part-time or full-time admin support, our experienced Client Services team is equipped to service your clients so you can focus on growing your business — all without the HR headaches.

    Hand off the busy work
  • Business Solutions

    Tap into IFP’s host of resources centered around employer services. Our team of experts and comprehensive range of products such as retirement planning, qualified plans, non-qualified plans and succession planning, make reaching new heights a breeze.

    Find out more

See what other financial professionals are saying about us


For over a decade, IFP has not only provided our firm with the back office and compliance support, they have truly been a great partner, always listening to our needs while allowing us to focus on supporting our clients and growing our business.

Antonio Moreno, Jr., Managing Partner, Fortiv

Thurmond - Lifetime Wealth

“IFP is able to compete with the largest BDs while offering advantages of a smaller company with less red tape & faster decision-making. IFP reps have a voice & they make a difference because of it.”

Evan Thurmond
Founding Partner, Director of Portfolio Management at Lifetime Wealth Strategies

Ed Williams

“I found Bill Hamm to be a person of his word, integrity and a person that has financial professionals in mind and focus on growing our business.”

Ed Williams, President & Managing Partner of DEW Financial


Your clients, your choice

Everyone likes options. With IFP, you can place advisory assets at any one of our 4 custodian options with no additional admin fees.

charles schwab
fidelity investments
TD ameritrade

Let us help your business reach it’s true potential