Integrity

Designing wealth management strategies for families and small businesses, we bring a wealth of collective financial planning experience to the issues we examine.

Strategic

We believe in diversifying a client's portfolio among many asset classes to help reduce volatility.  Using the principals behind Mordern Portfolio Theory,

 

Quality

Looking beyond traditional asset classes (e.g., stocks and bonds) helps us to better control the risk exposure of the accounts that we oversee.

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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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