What Makes Us Different

Personal finances can be complex - especially when it comes to retirement planning. Integrated Financial Solutions exists to help you make the right decisions for your personal wealth and retirement.

Rather than fit in with the rest of the planning firms, we strive to stand out with service that exceeds expectations. You work hard for the money you earn. You deserve a financial advisor who will work just as hard to manage it.

Partnering with Integrated Financial Solutions means simplicity. It means confidence. Since 1998 we’ve been standing out from the crowd.

So what exactly does that mean? To us, it means:

  • We do everything with integrity
  • In all advisory, financial planning and hourly consulting relationships we hold ourselves to a fiduciary standard
  • We believe a long-term relationship is critical to your long-term financial success
  • We will educate you so you can make the most suitable decisions for your financial life
  • We are down to earth, approachable and will never subject you to a sales pitch
  • When you sleep better at night, so do we because your success is how we measure our own

Your financial life deserves a partner who not only understands the numbers, but who takes times to understand you. For over 20 years, Integrated Financial Solutions has been serving educators, individuals and families with integrity.

Call today to learn more.