Integrated Financial Solutions Group
Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individual’s or family’s financial goals, including risk management, investments, tax planning, retirement planning, and estate planning. We specialize in working with retirees but work with all clients.
Our Mission is to help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGE wherever it exists in their finance. This is accomplished by providing:
The EDUCATION which is specific to needs and circumstances which may exist
The RESOURCES appropriate to the task at hand
The SERVICES which can turn goals and objectives into reality
The EXPERIENCE which comes with almost three decades in business
All of these together combine to provide you the SOLUTIONS you need, to provide for your needs, identify and accomplish your financial objectives, and to practice good STEWARDSHIP, respective of the resources you have been blessed with.