Employee Financial Wellness Program

The final step is the implementation of plan recommendations. As part of our process, we develop an investment education program for your plan participants, treating education as an ongoing process rather than a one-time event.

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© 2019, IFS | Rights Reserved |  Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

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