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.
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.
A Primer on Irrevocable Life Insurance Trusts
