We can offer you the complete package –
the experience, strategies, products, the solutions.  It’s all in one place,
and it’s all intended to give you a financial edge in a simple tailored plan.

Strategies to help you reach your destination

Retirement Planning & Solutions

• Individual Retirement Accounts (IRAs)
Traditional & ROTH
• Income Maximization Strategies
• Asset & Income Protection
• Cash Flow Management



Wealth Management

  • Brokerage/Investment Accounts
  • Annuities (Fixed, Variable & Immediate)
  • Mutual Funds
  • Tax Advantaged Investments
  • Corporate Investment Accounts



Investment Advisory Services

  • Fee-based Accounts
  • Separate Accounts
    • Actively Managed Accounts
    • Mutual Fund Wrap Accounts



Insurance Protection

  • Life Insurance (Term & Permanent)
  • Long-term Care Insurance
  • Disability Income Insurance



Estate Planning & Conservation

  • Estate Needs Analysis
  • Charitable Giving Strategies & Funds
  • Survivorship Life Insurance
  • Funding Strategies for Trusts
  • Controlled Beneficiary Payouts



College Funding

  • 529 Plans
  • Educational Savings Accounts



Client Portal
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© 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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