About Us | IFG

Your Partner

Continuing a Legacy of Client-First Financial Planning

At IFG, our foundation allows us to serve with clarity, care and purpose.

IFG began back in 2011 when Randy Davis set out with a simple but powerful idea—put the client first, always. He wanted to create a space where financial planning wasn’t just about numbers, but about real people and real lives. Over the years, that vision took root and grew into something special.

When Randy passed in 2022, we felt the loss deeply—but his mission lives on. We continue to help clients across the country face challenges, find clarity, and work toward the life they truly want.

Everyone’s journey is different, so we take time to understand your story. Our guidance goes beyond charts and benchmarks—it’s about using what you have today to build a better tomorrow.

We’re not just financial planners—we’re here to walk alongside you, every step of the way.

Live More, Worry Less

Financial solutions that fit your life—wherever you are on the journey. With time taken to truly understand your needs, each step forward is guided with care, clarity, and a personal touch.

Your Partner In
Proactive Planning

We are your ally, dedicated to connecting deeply with your aspirations and crafting strategies that resonate with your life's goals. Our independence and client-first philosophy allow for a partnership where we genuinely understand and prioritize you.

Building Confidence Through Financial Clarity

We're committed to guiding you through the complexities of financial planning, but also educating you to ensure you have a deeper understanding and confidence in your financial journey.