Individual Financial Services

At Individual Financial Services, we offer financial and retirement planning to families and individuals in the greater Sandusky, Ohio, area. We focus on comprehensive financial planning for pre-retirees & retirees, helping them understand their overall financial picture, set short & long term goals, and recognize that all parts of a financial plan are connected.
We advise clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, and legacy planning, as well as evaluating life insurance and long-term care options. As an independent adviser, we can utilize a wide variety of strategies to accomplish a client's objectives. Additionally, we handle your Income Taxes for you! Contact us today!