Integrated Financial Concepts works with closely held corporations, family businesses, and individuals to safely reduce taxes and other wealth transfers while increasing cash flow. Wealth transfers can be anything from taxes to interest paid on a credit card. These wealth transfers often occur unnecessarily or even unknowingly.
We also believe it is more valuable to avoid losses and manage risk than to seek high returns. Using our 10 step process, we walk each client through how to eliminate wealth transfers in their portfolio, grow their cash flow, and increase their real wealth. We'd love to do the same for you.
We also believe it is more valuable to avoid losses and manage risk than to seek high returns. Using our 10 step process, we walk each client through how to eliminate wealth transfers in their portfolio, grow their cash flow, and increase their real wealth. We'd love to do the same for you.
Services
We believe in the integration, or continually folding together, of the wealth accumulation process rather than a single product to solve our customers needs. Our goal is to teach our clients the dynamics of wealth as a total or combined outcome, relating to all assets and their value or expense. We do not sell a solution, we create options for our clients knowing that if you have options you can always win.
We believe financial professionals need to have the best training, tools, and support available so their clients can be served to the highest standard. IFC is a hybrid Independent Marketing Organization (IMO) and Registered Investment Adviser (RIA) that trains and equips financial services professionals to be successful in their new or existing independent practice.
Reviews (1)
Jeremiah Alexander
Jan 19, 2021
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