Professional Businesses Are Unique.

Their Retirement Plans Should Be Too.

Our primary objective is to provide unparalleled service, communication, and education in addition to the necessary tools and resources needed to help maintain a successful employer sponsored retirement plan.   IFS will accomplish these objectives by providing you with local, personalized attention, as well as comprehensive support and assistance on critical plan issues.


We work with you to determine your primary needs and objectives to help develop the best solution for you and your employees. We have the experience and expertise necessary to help you manage the liability that comes with a corporate retirement plan and help you work toward successful outcomes.

We know that retirement planning is not a static process.  As your plan’s needs change over time, we will work with you to incorporate innovative solutions that meet your needs and progressive service offerings that add value.

If you have any questions at any time, please do not hesitate to contact us at  855-ASK-4IFS.        


© Copyright- 2021 Integrated Financial Solutions (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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