 |
|||||||||||||||||||||
|
|||||||||||||||||||||
 |
 |
Welcome to our website! We specialize in retirement plans sponsored by employers such as 401k, 403b and other defined contibution and defined benefit plans. We serve as consultants and advisors to employers in implementing optimal plan design, flexible architecture investment platform and fiduciary liability management systems. As an Accredited Investment Fiduciary Analyst™ designee by fi360 ( an organization committed to a standard of fiduciary excellence), we are among a select group of retirement plan professionals uniquely qualified to assist plan sponsors. As financial advisors, we assist participants in a retirement plan as well as other individuals to develop and manage their financial and investment strategies toward a successful financial destiny prior to and in retirement. Integrative financial strategies is about providing institutional quality services to the employer and empowering individuals to control their own financial destiny. It is about helping create a partnership between employer and employee in building a successful financial destiny for both; it is about integrating our clients' values, vision, goals and objectives into all financial decision making. It is about ensuring that major financial decisons are made in the context of this vision and that they do not simply become isolated actions without any frame of reference. It is about optimizing the use of advisor resouces available to you in order to make enlightened financial decisions that will ultimately shape your financial future.  As your consultant/advisor we work with you and your existing advisors( attorneys, TPAs etc.), gathering and analyzing information about your financial and strategic goals and objectives and incorporating them into the plan. Whether the individual's goal is retirement income planning, wealth transfer and preservation, or funding for life events and contingencies, we can help steer the conversation about future-shaping financial decisons in the right direction. As dedicated retirement plan professionals, our pledge to plan sponsors is to provide a level of service to you and your employees that is consistent with the requirements of a fiduciary - a responsibilty that can and should never be abdicated by the employer. __________________________________________________________ ©2010 Integrative Financial Strategies. All rights reserved. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator |
 |
 |
||
| Site Map |