Call Us: 517-223-9578

401K Fallout

RSS Feeds

Weekly Economic Update in a Nutshell

Independent Financial Services

Independent Financial Services Independent Financial Services (IFS) is a registered investment advisor firm with the State of Michigan. We offer investment advisory advice for accounts down to $2000 utilizing mutual funds, stocks or bonds. All accounts are established with Shareholders Service Group who acts as your custodian. We also are a full service Independent Insurance Broker offering Life Insurance, Annuities, Health Insurance, Medicare Supplements, Long Term Care, and Disability. We strive to respond quickly and efficiently to your needs. Our goal is to build and maintain a personalized, long-term relationship with you that reaches beyond any single transaction.

Allen J. Romain CFP, LUTCF

Allen J. Romain received his Certified Financial Planner designation from the College for Financial Planning in 1986.  He can provide you comprehensive financial planning that addresses the following areas: Financial Strengths and Weaknesses, Spending and Cash Flow Analysis, Income Tax Planning, Investment and Insurance Analysis, Estate Planning, Education Funding and Retirement Planning. His financial plans are flexible and tailored to meet your needs.  Allen has been serving the financial needs of clients for 35 years. His vast experience and expertise will be an asset to your financial goals.

Allen is a teacher of college level financial planning classes at Cleary University in Howell, MI. Allen Personally enjoys hunting, fishing and beagles. He also plays guitar.

Contact us today or email us at

Lynn M. Romain - Licensed Insurance Professional

Lynn retired as a Supervisor in the Information Technology Department at Ford Credit in 2007. She joined her husband’s company in 2007 becoming licensed to sell Life, Disability and Health Insurance.  In 2011 Lynn received her Property and Casualty Insurance License. She offers homeowners, auto and business workman’s comp, and commercial insurance through AllChoice Insurance.

Lynn is involved in many charitable organizations including her church, St. Agnes of Fowlerville and American Cancer Society’s Relay for Life. She enjoys walking and taking Jazzercise classes. 

Contact us today or email us at