What we do for you.
How Integrated Financial Group can help you.
Our Services Integrated Into Your Life
At Integrated Financial Group, we inspire and empower our clients to strive for their best life. Our team of professionals will help you better understand your options, create a well-thought-out strategy and assist you in implementing your ideal plan using a tailored approach.
The Integrated Process™
We Offer Services in These Three Areas:
Grow
Put your hard-earned assets to work.
Wealth Management
Business Transaction Planning
Entity Planning
Income Tax Strategies
Preserve
Protect the assets that can provide cash flow for the lifestyle you’ve always imagined.
Estate Tax Planning
Asset Protection
Family Wealth Projections & Planning
Life Insurance
Give
Provide for the people and causes you care about most.
Legacy Planning
Charitable Foundations
Donor Advised Funds
Balance Sheet and Entity Structure
• Review ownership & titling of assets
• Review balance sheet with controller/CFO
• Ownership, value, basis & debt
• Project estate vaue & asset growth
• Enhance meeting with other key advisor (CPA, Attorney, etc.)
Estate Meeting
• Match estate objectives with estate options, key documents and recommendations to then meet with an attorney and implement
• Estate tax calculations & exposure
• Titling of assets & asset protection suggestions
Insurance Analysis
• Personal liability
• Home & auto coverage
• Life insurance needs analysis
• Disability & long-term needs analysis
Investment Strategy
• Consultation – discoveries of investing, risks that exist & advantages of investing
• Portfolio options and creation, discussion of allocation, performance, & fees/costs for management
• Institutional platforms with individualized, separate account management
• Income for lifestyle
• Online account aggregation & tracking
• Proactive monitoring & meetings to review portfolio, economic conditions & cash flow needs
Retirement and Cash Flow Analysis
• Objectives, time horizon, cash flow needs, purchases, income taxes, inflation, growth on each asset, sale of assets
• College costs and analysis for kids’ education
• Model out information using multi-projection software
Income Tax Strategy
• Review of current opportunities & recommendations
• Review checklist of tax changes; discuss tax strategies & ideas with your CPA before year-end
Business and Risk Management
• Liability issues
• Buy-sell agreement review
• Company benefits analysis
• Succession planning
