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VerifiedFinancial Services· Founded 2006

Integrated Financial Solutions Group

Integrated Financial Solutions Group Integrated Financial Solutions Group (IFSG) is a full-service financial planning firm. We help clients develop a comprehensive strategy to integrate an individual’s or family’s financial goals, including risk management, investments, tax planning, retirement planning, and estate planning. We specialize in working with retirees but work with all clients. Our Mission is to help our clients assess every possible opportunity to STOP THE WEALTH LEAKAGE wherever it exists in their finance. This is accomplished by providing: The EDUCATION which is specific to needs and circumstances which may exist The RESOURCES appropriate to the task at hand The SERVICES which can turn goals and objectives into reality The EXPERIENCE which comes with almost three decades in business All of these together combine to provide you the SOLUTIONS you need, to provide for your needs, identify and accomplish your financial objectives, and to practice good STEWARDSHIP, respective of the resources you have been blessed with.

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HeadquartersPlano, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2006Websiteifsgllc.comLinkedIn profileLinkedIn

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5

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7

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5

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Top roles at Integrated Financial Solutions Group

5 distinct titles indexed · top 5 shown.

  • 1director of client services
  • 1founder president
  • 1managing director
  • 1partner financial operations manager
  • 1planning manager

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