Professional Financial Services

About Integrated Financial Concepts

Integrated Financial Concepts is a full service, financial services firm established in 1983. Like our clients, we demonstrate values of hard work, honesty, and independence. We understand what it means to set high goals and standards, build a business, create wealth and aspire to protect it from inflation and unnecessary taxation.

Through the years, we have been assisting our clients in every aspect of their financial lives. Whether it be finding medical coverage for their business and employees, or helping map out the path to their retirement, we have the experience and resources to help you achieve your goals.

Our Vision

We earn trust by focusing on results and demonstrating integrity. The principles we base our philosophy on are:


  • Utilize fee-based platforms to create an environment free from any conflicts of interest.
  • Execute an "Investment Policy Statement" (IPS) for each client identifying portfolio goals, risks, and review frequency. Use the IPS as a tool to ensure portfolios are staying in-line with objectives.


  • As the industry and financial products grow more complex, our goal is to offer financial advice specific to our client's personal situation, and present it in a manner that is easy to comprehend and follow.


  • Provide consistent, high quality financial advice promoting accountability and integrity.
  • Financial recommendations are made with conviction. By managing your portfolio as if it were our own, investment decisions are made with only your best interests in mind.

Your Success Is Our Bottom Line

Financial Planning

We understand trust is earned.
Feel confident we have only your best interests in mind.

Whether you are looking to diversify a concentrated stock position, set up a retirement plan for your business, or simply make sure you have adequate life insurance coverage. You can be sure your success is our only motivation.

See how Integrated Financial Concept's comprehensive approach to planning can help your financial future.