# Independent Financial Service Group

- **Website:** <https://traywickfinancial.com>
- **Primary alias:** `traywickfinancial.com`

## Description

Independent Financial Service Group (IFS Group) is an independent financial services firm founded by Charles Shafer in 1989, originally as Independent Financial Services of South West Florida. With offices in Fort Myers, Florida, and Bridgeville, Pennsylvania, the firm works with clients in 38 states and delivers individualized wealth planning and institutional investment services through a team-based approach.

IFS Group helps individuals and families make informed financial decisions by first understanding their goals and circumstances. Its offerings include wealth management, financial planning, investment management, insurance solutions, and Medicare-related services. The firm also supports retirement planning, helping clients consider their desired retirement age, income needs, health care costs, and other factors that may affect their financial future.

For organizations, IFS Group works with business owners on employee retirement plans and helps banks and credit unions develop investment programs through independent advisors. The firm also welcomes financial advisors and practices seeking affiliation. Securities and advisory services are offered through LPL Financial; Independent Financial Services and LPL Financial are separate entities.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/IndependentFSG)
- [linkedin](https://linkedin.com/company/independent-financial-service-group-llc)
- [twitter](https://twitter.com/IndependentFSG)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idhYpRCYA2/w/323/h/338/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790439942462)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idhYpRCYA2/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790439942569)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Lochmara | #0077cd | accent |
| Midnight Blue | #003968 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Tahoma — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idhYpRCYA2/w/1500/h/500/id_Z-k1iBu.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790439942752)

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_Source: <https://brandfetch.com/traywickfinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._