ISI Financial Group, Inc.
Our services include comprehensive financial planning, retirement planning, and wealth management services for individuals and institutional clients. We also provide complete analysis and management of company retirement plans including 401(k) plans, 403(b) plans, and non-profit organizations.
Our comprehensive financial planning process may also include detailed guidance in the areas of estate planning, risk management (insurance), tax reduction strategies, education funding, and future cash flow needs during retirement.
We utilize the same time-tested strategies used and endorsed by some of the brightest academics from the University of Chicago, Yale, and Dartmouth, as well as numerous Nobel Prize winners in Economics. Unlike most of the “hype and hope” marketed by many advisors and Wall Street firms, our strategies and processes rely on financial science, not speculation and excessive risk taking.
We utilize and take advantage of Dimensional Fund Advisors’ institutional asset class funds, as well as Vanguard, Fidelity, and ETFs when most appropriate.