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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Focus Areas

  • IFSG provides investments to meet your goals, timeline, priorities, and risk tolerance.
  • IFSG provides a wide range of retirement plans for the individual and the self-employed.
  • provides life and disability insurance to protect your family, your dreams, and your income.
  • IFSG provides retirement plans for businesses of all sizes, including the one-person business.
  • IFSG provides business continuity and bonus plans to all types of businesses.

Contact Us

  • Address: 712 Arendell St STE. 100, Morehead City, NC 28557

  • Phone: Office: (252) 515-0242

  • Email: matthewdressel.ifsg@gmail.com

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Disclosure

Securities provided by Charles Schwab Advisor Services, Member FINRA/SIPC

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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