Integrated Financial Services Inc.

Are you looking for a professional who can provide the oversight and analysis of your financial realities in a comprehensive but concise manner using plain language and not industry jargon?

At Integrated Financial Services Inc., our focus is on comprehensive solutions that solve problems first and foremost.  INTEGRATED products are driven by a plan not vice versa.

Our INTEGRATED solutions provide you with the safety and security to know that you have a plan and the support to fully understand the tools that are being used to help you achieve your dreams.

Financial Planning

“Financial planning is more than a set of tactics. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.” Financial Planning Standards Council

Financial planning is about more than just numbers.  It is about aligning your hopes and dreams in a way that helps you achieve both your current and long term goals in an efficient manner.

More

Secure Sign In

Client Access

Your consolidated portfolio access, 24/7