Through the Independent Accountants’ Financial Group (“IAFG”) , we received feedback from many clients wanting unbiased advice and information to help them with their insurance needs. Clients wanted advice that was not motivated by selling a product but rather, information in an easy to understand client first perspective.
Independent Accountants’ Life Insurance Agency Inc. was created specifically to meet this need. IALIA works with clients of our member firms to assist in their life insurance needs. The goal is to provide independent advice that integrates with each client’s unique accounting, investment management and financial planning needs. We put our clients first.
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Oliver LeeVP of Life Insurance and Living BenefitsMy GoalMy goal is to bring my experience and knowledge on life insurance and living benefits to you by offering unbiased and professional advice. I want to give you the straight goods on insurance. No sales talk.
A Little About MePrior to joining IALIA, I spent 25 years with a large international insurance provider, predominantly working with advisors to support their insurance needs. In my most recent role, I worked closely with investment-focused advisors helping them incorporate insurance into their advisory practices.
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Andrea McFaddenLife Insurance and Financial Planning Support Representative
A Little About MeI joined IALIA in July of 2021 and have more than 10 years of financial service experience. I support the firm by managing client requests and transactions. I strive for excellence and efficiency and take great pride in my work and relationships with clients.
I actively enjoy volunteering in my community and keep busy with my two young children. |
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We provide financial planning services catered to you. Learn more:
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Board of Directors |
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CFP, CIM, FCSI
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IAIC INVESTMENT MANAGEMENTIntegrating Accounting, Financial Planning & Investment Management.
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JOIN IAFG - LOVE LIFE. LIVE IT ®.Redefining our client relationships by providing intergrated wealth management solutions.
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