Who We Are

Integrated Financial Strategies is a comprehensive financial services and investment management firm for individuals, families, 
and small businesses. 
As our name suggests:

Integrated - We use what you may have done in the past, what you have at work,
with a spouse or significant other, and integrate it together for better results.

Financial - We evaluate your investments, assets and cash flow to optimize your security.

Strategies - We provide creative strategies to help you accomplish your goals and improve your future.


Integrated Financial Strategies has over 250 clients in 18 states. Our focus is the financial planning needs of professionals,
small businesses, and retirees.

 

Feel free to download and share our brochure.