Integrated Financial Group, one of the largest independent financial planning consortiums in the country, pioneered a truly unique concept - what we like to call our "brain trust." This unique and elite consortium of independent LPL financial advisors delivers practical, beneficial, and effective financial solutions for the long-term financial planning needs of their clients. In fact the Integrated Financial Group consortium has attracted some of the best, the brightest, the most experienced and most educated financial advisors in our profession for you. As independent advisors, as opposed to captive, we have access to an entire universe of products, services and programs from which to select for your unique needs.
When you retain an advisor that is part of the Integrated Financial Group consortium, you can be assured you are dealing with an advisor that has passed a strict vetting process in order join the consortium. The consortium maintains strict requirements for the elite advisors that are allowed to associate with Integrated Financial Group. Factors such as experience, professional designations and education; a rigorous planning process, excellent client service standards, and adherence to the consortiums ethical guidelines are but a few. Additionally, every advisor that wants to join the consortium must interview with the consortium’s advisory board to ensure the advisor maintains similar philosophies and a passionate commitment to our profession and their clients.
In today's complex world of financial planning, every decision, every movement of money, most likely has an impact somewhere else in your financial life. A sound financial plan will you make better decisions and execute better strategies for wealth accumulation and/or lifetime income. Comprehensive investment planning, tax reduction strategies, lifetime income planning, risk management (Health, life and long-term care analysis), and estate planning are the key areas to integrate.
Integrated Financial Group is a cadre of LPL financial advisors, each independently owning his or her own practice, each with a unique style and special area of planning expertise.
Our advisors share a great passion and love of our profession and of our clients. We have the knowledge, the tools, the experience, and the passion to bring good ideas, strategies and results to our clients' lives. Modestly speaking, we don't know of any other profession that can do all of that.
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