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