Planning Services

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Professional Planning Services

Integrated Financial Group advisors deliver leading edge advice, direction, and financial planning solutions, all based on conservative, proven financial and economic principles.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.

That's where Integrated Financial Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By offering clear and concise explanations, choices and recommended solutions, we take the mystery away and show you a clear path to your financial goals. And, our advisors will be with you every step of the way on your life-long financial journey.

Open the Importance of Financial Planning Brochure

Our services are designed to help ensure action is taken to accomplish your financial dreams and to simplify your life. Your advisor will want to know and evaluate:

1. Where you are today. Where you want to go. The first step is an in-depth discussion of your goals, time frame, risk tolerance and your unique needs.

Prioritize and define your goals
Benchmark your current reality
Create a personal financial roadmap
Inspire you to action

2. Your dreams for retirement. A new and very real worry these days is that you may live long enough to outlive your retirement nest egg. Your advisor uses a proprietary cutting-edge system called The Income For Life Model® that she or he can utilize to help ensure that your income lasts as long as you do.

3. Your total investment picture. How are your assets currently invested and allocated? More importantly, how will they fare over the next five, ten or twenty years? Your advisor uses the latest projection and “what if” modeling programs and systems to see if you're on the right course or how to get you back on course.

4. Your exposure to risk and the protection you need. A financial catastrophe for your family may result from your death, disability, loss of your home, the need for long-term care or other unforeseeable events. Your advisor knows the right type and level of protection you need.

5. Preserving your wealth. Your advisor knows strategies and products to help you position your assets to minimize taxes, possibly guarantee reliable lifetime income and guarantee asset growth.

6. Business succession, continuance, and group benefits. Business owners get special expertise from IFG advisors about their concerns such as succession planning, buy/sell agreements, employee benefits, pension plans, and funding buyout agreements with life insurance.

7. Transfer of assets to your heirs. Your advisor reviews your will, trust agreements, insurance policies, and other assets to be sure they are properly structured. The goal is to minimize any income and estate taxes that your heirs will have to pay someday. And, most importantly, to ensure your deepest wishes are carried out.

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Planning Services

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