Areas of Expertise

Investment Advisory Services

Integrated Financial Solutions, Inc. (IFS) is an independent fee based investment advisory firm.  We offer personalized wealth management and financial stategies to individuals and business owners.  These services and strategies help you to accumulate, preserve, and manage wealth. We have earned our clients’ loyalty for understanding their personal financial goals and creating customized financial strategies to help meet them.

401k & Other Employer Retirement Plans 

Managing your company’s 401k program can seem complicated, but Integrated Financial Solutions, Inc. (IFS) will help make it easy and user-friendly for both you and your employees. We will educate and provide investment and retirement planning advise to your employees in order to help them feel more confident about their plan.

Retirement Plan Design & Set up

Retirement Plans can be complicated.  Integrated Financial Solutions, Inc. (IFS) makes it easy to adopt, administer, and amend your plan.  Our specialized expertise and extensive resources will keep you abreast of changes in the law.  These attributes combined with our personal, professional, and cost effective services differentiate us from other providers. 

Integrated Financial Solutions, Inc. (IFS) strives to offer the best in class pension planning, design, implementation, and retirement plan administration services to small and medium size companies. We bring the resources, capabilities and responsiveness usually only available to larger companies to owners of smaller businesses and professional practices.

We recognize that clients adopt pension plans for different reasons. Some seek to maximize tax savings, some aim to boost retirement benefits and income, while others strive to retain valued employees without unnecessary costs.  We understand these differences and have the ability to match the right strategiy to each client’s needs.

We work closely and effectively with our client’s legal and, accounting personnel to ensure that the best possible pension strategy is implemented. We are confident that you will find our services to be complete, personal, and professional.  We assure you that we will do our very best to make sure our services meet your expectations and retirement objectives.

Financial Planning

We believe that financial planning is a highly personal process.  We work together to identify and prioritize your short, medium, and long term financial goals.  This is the first and most important part of Financial Planning Process.  The second step involves data gathering process where we collect information about your current assets and liabilities.  This exercise allows us to see how close you are to achieving your financial goals.  We then develop and implement a financial plan to help you stay focused on achieving your goals.

We will meet on regular basis, no less frequent than annually, to review your investment performance, reconfirm your financial goals, and make necessary plan and asset allocation changes as economic or lifestyle conditions deviate from the original plan assumptions.