We believe the comprehensive financial planning process is beneficial to all clients, regardless of their age or situation. Jennifer Lynn Sanchez, CFP CPA is an educated, compassionate woman whose skill set and experiences suit her well for a role in. Integral is compensated only by the fees paid by our clients; we do not accept commissions or receive any other compensation.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. This website and information are provided for guidance and information purposes only.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. This website and information are provided for guidance and information purposes only.
Services
Jennifer Lynn Sanchez is an educated, compassionate woman whose skill set and experiences suit her well for a role in financial planning. Jennifer is passionate about helping clients achieve their goals, and works diligently to provide the highest quality of work to each and every client.
Jennifer is a Registered Investment Adviser with the State of Illinois, and maintains compliance with the continuing education and other requirements set forth by the Certified Financial Planner (CFP) Board and Illinois Department of Professional Regulators.In addition, Jennifer is a member of the National Association of Personal Financial Advisors (NAPFA), the largest organization of fee-only planners.
Jennifer is a Registered Investment Adviser with the State of Illinois, and maintains compliance with the continuing education and other requirements set forth by the Certified Financial Planner (CFP) Board and Illinois Department of Professional Regulators.In addition, Jennifer is a member of the National Association of Personal Financial Advisors (NAPFA), the largest organization of fee-only planners.
Integral's services are designed to benefit a client looking for a long-standing relationship. Several clients come to our firm focused on portfolio return.
We recognize that portfolio performance is a key factor in financial success; however, there are equally critical decisions that must be made regarding tax efficiency, asset allocation, risk tolerance, dynamic withdrawal strategies for retirement, liability management and several other factors that have a significant impact on your success.We provide value-added advice resulting in intelligent planning decisions.
We recognize that portfolio performance is a key factor in financial success; however, there are equally critical decisions that must be made regarding tax efficiency, asset allocation, risk tolerance, dynamic withdrawal strategies for retirement, liability management and several other factors that have a significant impact on your success.We provide value-added advice resulting in intelligent planning decisions.
Integral Financial Planning LLC ("Integral") is a fee-only comprehensive wealth management firm. Integral's mission is to assist our clients in making their financial goals a reality. The name "Integral" was chosen to reflect our financial planning philosophy. Integral is defined as all-encompassing, comprehensive and inclusive.
Integral adopted a fee-only financial planning approach so that we can work solely for our clients. We are compensated only by the fees paid by our clients; we do not accept commissions or receive any other compensation for recommending specific products. Therefore, Integral can be completely unbiased and objective in developing our recommendations.
We begin with a brief telephone conversation to discuss your general questions and to schedule an initial appointment with Jennifer Sanchez. We can be contacted at 630-219-3315 or via email at jlsanchez@integralfp.com. We request potential clients to complete a brief client profile to facilitate our initial meeting.
Reviews (1)
Veronica M.
Mar 11, 2012
Report
Jennifer Sanchez is the perfect mix of caring adviser and clear eyed business person. The financial course she has been charting for us over the last 3+ is steady, rational, successful, and truly personalized. She obviously loves what she does. It's also important to note that she takes ethics very seriously; she makes sure we never feel uncomfortable or confused about anything.
Highly recommended. If you need an outstanding financial adviser, hurry up and call Jennifer, because one of these days she will be too busy to take new clients. We found her on the internet, by doing a search
Highly recommended. If you need an outstanding financial adviser, hurry up and call Jennifer, because one of these days she will be too busy to take new clients. We found her on the internet, by doing a search
