Why We're Different
At Integrated Financial Strategies, we take pride in understanding your goals and dreams. The more you share with us, the better job we can do advising you and preparing you for the future. We work hard to understand what is most important to you. Through our relationships within the financial services and insurance industries, we build strategies to help you achieve those goals.
But, as an independent firm, Integrated Financial Strategies is accountable to you. We constantly work to keep you on track with regular reviews, portfolio rebalancing, and ongoing advice. In other words, we add structure, discipline, and accountability to your financial life.
We believe that the high level of service we provide to our clients is what sets us apart from other financial services firms.
Our dedicated staff takes the time to get to know each and every client on a personal level. We believe that, by getting to know more about you, and your goals, we will be better able to serve you.
Once we have successfully identified your needs and expectations, we will then work to exceed them.