Isi Financial Group, Inc.

who we are a fee-only financial planning fiduciary and wealth management firm isi financial group is a fee-only financial planning and wealth management firm. isi provides comprehensive financial planning and fee-only wealth management services for individual and institutional clients, including 401(k) services and management. as a member of the national association of personal financial advisors (napfa), we are bound to a written fiduciary oath to always represent our clients’ best interests in all we do. the sleep-well-at-night investor approach the sleep-well-at-night investor approach to financial planning and wealth management is designed to help achieve financial freedom. for our clients, it’s the freedom to put their focus and energy on the important areas of their life such as family, hobbies, and much more. we help clients achieve this by assisting them in developing a personalized, comprehensive financial plan that can help them achieve their financial goals. we take the time