Based on your financial situation analysis and the priorities you have identified, appropriate solutions will be custom designed and presented. These solutions will be focused on assisting you in achieving success.
Try out our retirement calculator below and contact us to set up a meeting.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed broker-dealer.
Emotomy is a cloud-based turnkey robo-advisor platform designed for financial institutions. Emotomy’s technology helps financial advisors design, optimize, track, and share client portfolios with their own proprietary investment strategies. Emotomy also provides plug-in investment strategies and overlay signals that complement IFA’s proprietary strategies. Emotomy has been a strategic partner of IFA since 2012 and has helped IFA provide our advisors an in depth solutions comparison to construct custom portfolios based on each individual client’s needs.
Securities Backed Lines of Credit allow you to keep your money invested while loaning off or your managed investment accounts.
Securities-Backed Line of Credit More technically-
A securities-backed line of credit is a borrowing product based on the proven approach of pledging eligible securities as collateral. It offers access to liquidity without disrupting a client’s investment strategies and objectives.
What can these accounts be used for?
Business Expansion, Business investments, Bridge Loan Financing, Real Estate Purchases, Luxury Purchases, Taxes or Other Seasonal Payments, ACAT Transfers and much more!
SAGE Scholars Tuition Rewards is a unique private college savings program. Tuition Rewards Points are like frequent flyer miles – but for college tuition! Tuition Rewards are discounts off of tuition at participating private colleges and universities. The Tuition Rewards Points represent the minimum scholarship that an eligible student will receive if and when he or she attends a member school. Schools may count Tuition Rewards as part of their normal institutional aid. For example, if a family redeems 36,000 Tuition Rewards Points for a student, the student is guaranteed to receive at least $36,000* in financial aid (scholarships or grants), spread equally over four years of undergraduate education. He or she may receive more, but is guaranteed not to receive less.
Jake Karstens is an Investment Advisor Representative of Interactive Financial Advisors. Karstens Financial and Interactive Financial Advisors are both independently owned and operated.