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Products and Services

At Integrated Financial Concepts, we use a teamwork approach to provide our clients with assistance in the following areas:

For Businesses:

  • Pension Plans
  • Profit Sharing Plans
  • Life and Health Insurance
  • Property and Casualty Insurance
  • Employee Benefit Plans
  • Buy/Sell Agreements
  • Business Needs Analysis

 For Individuals

  • Personal Needs Analysis
  • Retirement Planning
    • 401Ks, IRAs, 403bs, 457s, Pension Plans
  • Financial Strategies
  • Investments
    • Annuities – Fixed, Fixed Index, Variable
    • Mutual Funds
    • Managed Accounts
    • Stocks and Bonds/Bond Ladders
    • Alternative Investments
  • Risk Management
  • Capital Accumulation
  • Insurance Strategies
  • Charitable Giving Strategies
  • Estate Planning Strategies