Inov8ive Financial Solutions Consulting Group

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Annual income

Service type

Career stage

Responds in about 4 hours

Introduction: IFS provides customized comprehensive solutions designed to help clients identify, clarify, and simplify the process of achieving their desired goals. As an independent broker, I am not tied to any specific company which allows me to find the right solution from the right provider to meet your needs without being bound by quotas or limited to specific products. Because each client is unique, my fee structure is customized to meet each person's unique need based on their situation. Life is full of challenges that must be solved. There are few things in life that are more rewarding than being able to positively impact the life of others by being the resource they use to help them solve their life challenges.

Overview

Hired 3 times

Serves Woodbridge, VA

Background checked

1 employee

14 years in business

Payment methods

This pro accepts payments via Cash, Check, Google Pay, PayPal, and Zelle.

Social media

Facebook

Featured Projects

6 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

5 reviews

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Wendy m.

Feb 21, 2018

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Hired on Thumbtack

We hired Mr. Smith because of his prompt communication, professionalism, and the quality of his work. We're really excited to obtain financial freedom and become debt free with his help!

Personal Finance Instruction

Sandra P.

May 19, 2017

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Hired on Thumbtack

He is just what we were looking for. Knowledgeable, moral, not pushy, listens to our needs. Will Smith will be a fantastic financial coach and we look forward to working with him.

Personal Financial Planning

Adevia H.

Mar 29, 2017

Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

Halima G.

Mar 29, 2017

I like many other people thought that our financial problems were due to a lack of finances, but working with IFS Consulting Group I found out that money wasn't our problem. Thanks to the honest no nonsense approach Mr. Smith demonstrated, my husband & I learned that lack of discipline, not lack of money was our problem. His expertise, wisdom, and exceptional insight has helped us get on the right track financially and help our family get on one accord with our money. There's probably no amount of money that could show just how much IFS Consulting Group has meant to our family. Thanks, Mr. Smith....for everything!!!

Shenell C.

Aug 28, 2017

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Hired on Thumbtack

Mr. Smith was very thorough and honest with me. He was also very knowledgeable and compassionate regarding my needs.

Personal Financial Planning

Credentials

Background Check

William Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My fee structure is tailored to the unique needs and situation of each client.
What is your typical process for working with a new customer?
IFS uses a wholistic approach to help customers identify, clarify, and simplify the process of achieving their desired goals. E-360 is a comprehensive process that involves understanding the unique circumstances that apply to each customer and using our industry leading analytics tool to narrow thousands of possible outcomes down to the solution that makes the most sense for you.
What education and/or training do you have that relates to your work?
I hold several licenses which include: Life & Health, Securities Licenses 6, 63, & Investment Advisor Representative Series 65.