Welcome to Integrated Financial Solutions

Integrated Financial Solutions was organized in 2008 to reflect the growth of service provided by the firm’s partners allowing them to specialize in their areas of expertise.  The expansion enhanced the services available to clients by providing full service analysis and recommendation of employee benefits, wealth management/asset allocation, and comprehensive fee-based planning for individuals and businesses.

We strive to provide innovative and comprehensive retirement strategies for individuals, business owners, and their employees.  At Integrated Financial Solutions, we focus on the accumulation, protection, and transfer of wealth by emphasizing continuous education and individual assistance.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.