Our Services

At Integrated Financial Solutions, Inc. (IFS), we provide expert assistance in the following areas.

Investments:

  • Investment Advisory Services
  • Fee Based Services
  • Weath management
  • Bonds
  • Common Stocks
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasure Bills
  • Government Seurities
  • Treasury Notes
  • Variable Annuities

Retirement Planning:

  • 401k Plan Design and Setup
  • Roth 401k Plans
  • Class-Based Profit Sharing Plans
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Third Part Administtation (TPA)
  • 401k Participant Education and Enrollment
  • Cash Balance Plans

Financial Planning:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax Planning
  • Money Management
  • College Planning
  • Estate Planning
  • Life Insurance
  • Disability Insurance
  • Annuities