Integrated Financial Solutions

Specialties

Integrated Financial Solutions was organized in 2008 to reflect the growth of service provided by the firm’s partners allowing them to focus on their areas of experience. The expansion enhanced the services available to clients by providing full service analysis and recommendation of employee benefits, wealth management/​asset allocation, and holistic fee-​based financial planning for individuals and businesses.

We strive to provide innovative and comprehensive retirement strategies for individuals, business owners, and their employees. At Integrated Financial Solutions, we focus on the accumulation, preservation, protection, and transfer of wealth by emphasizing continuous education and individual assistance.

History

Established in 2008.

Financial Planning, consultations, and reviews.

Meet the Business Owner

Joseph A.

Business Owner

As President Wealth Management Services of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation. He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs. Today’s plan sponsors and fiduciaries are faced with many challenges. Laws and regulation changes, lack of fee transparency, conflicts of interests; Integrated Financial Solutions tries to bring clarity and provides independent guidance resulting in an integrated approach.