Our Philosophy

At Integrated Financial Strategies, we try to keep things simple. We are here to help employers feel confident that their retirement plan is on track for successful participant outcomes. We seek to give employers the confidence through the fiduciary oversight, so they can focus on their business and less on their retirement plan. We work to give employees confidence, so they can focus on their families and their job and less on retirement concerns.

We want to maximize employer protections while minimizing employee concerns. Here is how we help:

  • Listen to your concerns and needs
  • Develop a prudent fiduciary process
  • Provide guidance in plan design
  • Benchmark your plan for fees and services
  • Offer ongoing investment monitoring and consulting
  • Educate your employees
  • Keep it all straightforward and simple