Welcome to Integrated Financial Solutions, PLLC
2016 Financial Times 401 Top Retirement Advisors*
Integrated Financial Solutions was organized in 2008 to reflect the growth of service provided by the firm’s partners allowing them to focus on their areas of experience. The expansion enhanced the services available to clients by providing full service analysis and recommendation of employee benefits, wealth management/asset allocation, and holistic fee-based financial 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, preservation, 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.
*The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance.