Comprehensive Financial Planning

The advisors at Integrated Financial Strategies offer comprehensive financial planning services focused on helping you pursue your financial and personal goals. Using our personalized planning process, we'll design your financial plan around your vision and goals. Throughout the process, we'll walk you through a wide variety of issues to help you make the best possible decisions to suit your life situation. As a result, we believe we'll be able to provide guidance when life-changing events arise and help minimize the emotion and drama that can be present when making financial decisions.

Our financial planning services include:

  • Cash flow advice
  • College funding
  • Transitioning through death of a spouse or other family member
  • Transitioning through divorce
  • Estate planning and charitable gifting
  • Long term care and life insurance review
  • Retirement and goal planning
  • Tax planning

"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffet