Welcome to Integrated Financial Strategies.
We specialize in providing client-centered insurance and financial planning solutions designed to protect the financial health and well-being of our clients and their families.
Our priority is to listen to our clients’ concerns and understand their short and long-term financial goals and objectives. This allows us to assist in identifying the risks associated with a premature death, accident or sickness, and the impact these risks would have on achieving their goals. Once complete, a customized plan focused on cost, quality and benefits is designed integrating various solutions that mitigate the risks each client faces.
We earn our clients’ business because we are viewed as a trusted source of advice and counsel. We maintain it with ongoing support and consultation, ensuring their financial plan evolves with them over time.
We provide one-on-one service and pride ourselves on exceeding our clients’ expectations. This client-centered focus is the core of our business. We strive to build strong and lasting relationships.