Integrated Financial Group, a consortium of independent financial planners, pioneered a truly unique concept - what we like to call our "brain trust". This unique consortium of independent financial advisors delivers practical, beneficial, and effective financial solutions for the long-term financial planning needs of their clients. In fact the Integrated Financial Group consortium has attracted some of the best, the brightest, the most experienced and most educated financial advisors in our profession for you. As independent advisors, as opposed to captive, we have access to an entire universe of products, services and programs from which to select for your unique needs.
When you retain an advisor that is part of the Integrated Financial Group consortium, you can be assured you are dealing with an advisor that has passed a strict vetting process in order join the consortium. The consortium maintains strict requirements for the advisors that are allowed to associate with Integrated Financial Group. Factors such as experience, professional designations and education; a rigorous planning process, excellent client service standards, and adherence to the consortium's ethical guidelines are but a few. Additionally, every advisor that wants to join the consortium must interview with the consortium’s advisory board to ensure the advisor maintains similar philosophies and a passionate commitment to our profession and their clients.
In today's complex world of financial planning, every decision, every movement of money, most likely has an impact somewhere else in your financial life. A sound financial plan will you make better decisions and execute better strategies for wealth accumulation and/or lifetime income. Comprehensive investment planning, tax reduction strategies, lifetime income planning, risk management (Health, life and long-term care analysis), and estate planning are the key areas to integrate.