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Your Financial Well-being is Our Top Priority 

Integrated Financial Solutions is an independent wealth management firm focused on your financial well-being. Our mission is to provide experienced guidance and exceptional personalized service so you can gain confidence in your financial future. 

By getting to know you, we can construct a strategy that aligns your personal needs to your financial goals. Not only will you gain confidence in your financial future, but a lasting relationship with a firm that puts your needs first. 

A Clear Path to the Future is Paved with Confidence

Who We Are

Our team of passionate, independent advisors are committed to your financial goals. 

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What We Do

From portfolio management to retirement and estate planning - we offer integrated strategies aimed at your goals.

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Why We Do It

Our history as a firm spans over 20 years and is the foundation of everything we do. 

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Specializing in Education

While we are proud to deliver integrated wealth management solutions to individuals and families from various backgrounds and industries - helping those in the education sector is our speciality. 

Retiring from a career in education is complicated and requires expertise from an established financial advisor. We work with public school employees every day and have a firm grasp on the nuances this group faces as they plan for retirement. Rather than navigate it alone, allow our team to help you understand your choices so you can make great decisions with confidence. 

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Service That Stands Out

The world is full of wealth management firms. At Integrated Financial Solutions, our goal is to partner with individuals seeking a financial future filled with confidence - and provide renowned service and guidance that exceeds expectations. 

From the day we opened our doors, IFS has stood out from other firms by delivering consistent, time-tested, and independent wealth management solutions. How can we help you pursue your dream retirement and live the life you deserve? Click or call to learn more. 

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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