Personal Financial Website
At IFP Plan Management, we provide you with the tools you need to take control of all of your finances, not just your retirement plan.
Through the use of our Personal Financial Website, you can monitor and track all of your accounts, not only your 401(k) / 403(b) plan. You can even collaborate with our advisors, online, in real time to discuss your accounts to make sure your portfolio is on track to help you meet your goals.
You can upload important documents to store in your Personal Financial Website.
This is all provided through the use of your own, individual, password protected and encrypted Personal Vault web site.
Your advisor will have access to your Personal Financial Website to make sure they are receiving the most accurate and up to date information available about all of your accounts so they can provide you with the most comprehensive advice possible.
Your Personal Financial Website is maintained by Bosch Financial, a member of Independent Financial Partners. The service is provided through eMoney.
A Word About Security
We know that the security of your private information is critical. We use a 256 encrypted site to protect your information.
Please watch this video about the security of your Personal Financial Website.
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IFP Plan Management