What We Do

At Integrated Financial Strategies, LLC, we will prepare a comprehensive financial plan that is custom designed to reflect your lifestyle and goals while being sensitive to your specific risk levels.  IFS pledges to provide professional, competent, and objective services and products that are delivered with integrity.  We promise to be fair and reasonable and will protect the confidentiality of all client information.

  • Financial Planning
  • Cash Flow Management
  • Education Planning
  • Retirement Planning
  • Protection Planning
  • Investment Planning
  • Estate Planning
  • Goal Planning
  • Investment Management
  • Estate Conservation
  • Life Insurance
  • Disability Income Insurance
  • Health Insurance *
  • Long-term Care Insurance
  • Estate conservation
  • Small Business Employee Benefits
  • 401(k) Management / Pension Plans
  • Business Succession

* Individual health care insurance products or services are not offered by Guardian or it's subsidiaries