Integrated Financial Consulting
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client’s concerns.
We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values.
Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond.