Personalized Financial Services

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Welcome to Integrated Financial Services, Inc. a firm offering trusted advice and innovative solutions to a broad range of financial needs.

Integrated Financial Services, Inc. is dedicated to serving the needs of retirees and those in the midst of job changes as they face situations of considerable complexity and opportunity.  We help our clients take advantage of opportunities while paying close attention to risk tolerances and tax considerations which may affect individual circumstances.  Clearly, achieving the best results requires the right mix of resources.  We are here to put those resources to work for you.

For more than 30 years, we have focused on improving financial security for people.  To help our clients reach their financial goals, we look for opportunities in changing markets, stay abreast of economic and political landscapes, and provide insightful advice based on all of these factors.  We look at your individual needs before anything else. That way, we understand what you are trying to achieve and can help you get there.

Financial Planning Considerations

At Integrated Financial Services, Inc. we have access to a broad range of global resources that allow us to evaluate your current situation, design optimal strategies, understand risk, and provide ongoing reviews. Key concerns for many of our clients, whether they have significant financial resources or more modest ones, are wealth preservation, comfortable retirement living, and passing on their wealth to the next generation. To meet a client's specific needs in these areas, we can create a highly personalized financial strategy based on the client's individual situation. 

We believe in building relationships through face-to-face interaction, and adhering to strategies that have proven successful over time. Our firm was built on a foundation of principles that help guide us every day in all of our client relationships.  Our clients have told us that our personal attention to detail and follow-through makes a significant difference. Our unwavering principles, conservative financial planning philosophy, and client relationships have helped us grow strong.

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