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Integrated Financial Concepts

Integrated Financial Concepts

Financial Advisor


"Finances" doesn't mean just one thing for most people and understanding every aspect of finances is no simple matter. The knowledge required to make good decisions can be overwhelming.  As a CERTIFIED FINANCIAL PLANNER™ professional I'm here to help. 

Financial planning includes investing and much more. For a Business Owner, some of our services include business valuation, selecting and implementing the most appropriate retirement and employee benefit plans while we commonly assist individuals with retirement planning, college savings and insurance.  It's also important to keep in mind that you don't have to do everything at the same time.  We can assist you with prioritizing your needs.

Financial Planning isn't just for the wealthy.  It's for everyone. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to make a positive difference in the lives of my clients and their families.

For more information about our services, please call. I would enjoy learning more about your goals and dreams.