Harmony. Freedom. Equanimity. At Integrated Financial Strategies our goal is to make these words the guiding principles of your finances. Whether you are just beginning to plan for retirement or are already enjoying your retirement years, the advisors at Integrated Financial Strategies provide comprehensive financial planning services designed to help you pursue your goals and guide you on a path to financial harmony—all in a comfortable environment of trust.
We know that everyone is different and that your life is like no one else's. To create a plan designed to reach your unique goals, we'll work closely with you to understand your personal needs and desires. From there, we'll work together to create a vision and strategy designed to enhance wealth accumulation and preservation.
As a family-owned, second-generation financial services firm, our clients consistently place their trust in us to provide financial insight, wisdom, and vision. Known for our integrity and professionalism, we are committed to working in the best interest of each client. If you're seeking a partner who can help guide your financial life, we invite you to contact us today to learn more about how we can help.
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If you would like to receive a printed copy of our brochure in the mail, please call our office at 248-932-9329 to request a copy.
To see the brochure online, simply click on the brochure cover to the right.
Mt. Jefferson Wilderness Area, Central Oregon