Integrated Financial Solutions, PLLC

CONNECT

Address:

Phone:

480-634-1111 Toll Free: 855-ASK-4IFS

Fax/Other:

480-634-1360

Our Process

In today’s turbulent and unpredictable markets, it is essential to have a well-diversified portfolio.  We offer our clients a variety of investment strategies towards helping maximize their income over time while minimizing risk exposure.

While developing a customized financial program for you, we can walk you through our 5-step process to help make you feel more confident in your decisions.

Our five-step process includes helping you to:

Define your Goals & Objectives

Establish an Asset Allocation Strategy 

Evaluate Asset Managers/Investment Options

Develop your Portfolio Construction

Perform Review and Reevaluation

Our investment strategies range from conservative to aggressive.  And we also incorporate un-correlated investments that are not linked to the market.

Why work with us?

• Low Client Turnover

• Personal Service
• Continuing Support
• Team Approach.  The ability to work with your “team of professionals” (CPAs, Attorneys, and Trustees)

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax Reduction Strategies 
College Funding Planning

      • 529 Plans
      • Coverdale Education Plans

•Investments 
      • Stocks
      • Bonds
      • Mutual Funds
      • Annuities (Fixed and Variable)
      • Limited Partnerships
      • Direct Participation Programs (DPP)
      • REITs (Real Estate Investment Trusts)
      • CDs

Retirement strategies
      • For individuals (Traditional and Roth IRAs)
      • Small Businesses
          • 401(k) Plans (Traditional and Roth)
          • Individual 401(k) Plans
          • SEP IRA
          • SIMPLE IRA Plans
      • Pension/Defined Benefit Plans
Estate conservation
Insurance and annuity products -through Independently Licensed Agents.

Our mission is to serve our clients through the combined expertise of our professional team.