About Us

At Integrated Financial Solutions Group, our commitment is to listen to your specific concerns.

Rather than a discussion agenda that is advisor-driven, our process is built on a foundation of helping develop YOUR agenda, through the use of strategic tools to clearly identify and quantify your Goals, Objectives, Fears and Concerns.

Our consultative approach starts there, and continues with the delivery of financial education resources that are laser focused on your highest priorities. While IFSG University is host to hundreds of educational videos, E-seminars, case studies and articles, Integrated Advisors specialize in finding the proper learning prescription based on a thorough diagnosis of your financial needs.  The following short presentation underscores the importance of careful selection when choosing a financial advisor.

The March of a Different Drumbeat - An Introduction to our "Endowment Style" approach to Portfolio Management