Integrated Financial Strategies Inc. (IFS) is a boutique financial services firm providing financial planning and investment advisory services.*
We are truly a client-centric firm and are passionate about doing things the right way. It is the essence of who we are and the reason we have chosen to conduct business as we do.
With well over 100 financial planning clients and $1.3 Billion in assets under advisement as of 2021, our clients appreciate what we bring to the table. We work with all of our clients to form durable investment policy. We have the experience to understand what it takes to navigate through good markets and bad.
01. OUR MISSION
To enhance the lives of our clients by providing the highest quality financial planning and investment advisory services built on a foundation of wisdom and grounded in academic research.
02. WHO WE ARE
The financial consultants of Integrated Financial Strategies, Inc. provide broad-based financial planning and investment advisory (wealth management) services to corporate executives, high net worth individuals and families, and qualified plans and charitable foundations. As a firm, we are client centric and passionate about doing things the right way.
03. OUR PHILOSOPHY
The cornerstone of our client’s success has always been in building a relationship in which we obtain complete understanding of our clients and what they want to accomplish. With these understandings, we are then able to successfully provide advice, services, and resources that our clients need and want.
- We serve our clients with the highest standards of professional conduct and integrity
- We strive to enhance client relationships whenever and however possible
- We believe in the power of friendship and thoughtfulness
- We believe in family values
- We believe in the uniqueness of each of our client relationships
- We practice continual commitment and concern for the well-being of our clients
- We are dedicated to making a difference in the lives of those we serve
Our clients are primarily corporate executives, owners of small to medium-sized closely held businesses, high net worth families, and trustees of defined contribution plans and defined benefit pension plans. Over the years, individuals, families, trusts, business owners, qualified retirement plan sponsors, and pensions have come to trust and rely on our firm. We have long-lasting relationships with these clients based on our values and mission to do things the right way.
Corporate Executives and Business Owners
With knowledge and experience gained over the course of 25 years working with corporate executives and business owners, our experience has had a vitally important impact on the lives of individuals we have the privilege to work with. From inception, we have made it a priority to target issues that are important to you and we have intentionally built our organization to address these issues on your behalf.
- We can assist you with making smart decisions regarding your corporate and executive benefit utilization while employed.
- We provide a Baseline Analysis that forms the foundation of your planning. This analysis is vitally important in reviewing current and projected income and cash flow, retirement timing and viability, and the disposition of your capital base over the course of time.
We can assist you with formation of your investment strategy as you approach and eventually enter into retirement. In essence, we work with you to establish, implement, and review responsible investment policy designed to be suitable to you and your objectives.
From inception of our organization, and throughout our evolution over many years, our principal focus has been you and what is most important to you. Our objective is to assist you in making intelligent decisions for the formation of viable financial and retirement plans, so that you can eventually be in a position to retire on your terms.