Integrated Financial Group
Integrated Financial Group, one of the largest independent financial planning consortiums in the country, pioneered a truly unique concept - what we like to call our “brain trust”. This unique consortium of independent LPL Financial advisors delivers practical, beneficial, and effective financial solutions for the long-term financial planning needs of our clients. In fact, the Integrated Financial Group consortium has attracted some of the best, brightest; most experienced and most educated financial advisors in our profession. As independent advisorswe have access to an entire universe of products, services and programs from which to select for your unique needs.
When you retain an advisor that is part of the Integrated Financial Group consortium, you can be assured you are dealing with an advisor that has passed a strict vetting process in order join the consortium. The consortium maintains strict requirements for the elite advisors that are allowed to associate with Integrated Financial Group. Factors such as experience, professional designations and education; a rigorous planning process, excellent client service standards, and adherence to the consortiums ethical guidelines are but a few. Additionally, every advisor that wants to join the consortium must interview with the consortium’s advisory board to ensure the advisor maintains similar philosophies and a passionate commitment to our profession and their clients.
Our Guiding Principles
Each advisor member of Integrated Financial Group has made a personal, professional and lasting commitment to being guided by the following principles.
- A conservative, long-term approach to planning.
- A planning process that also educates our clients to the principles, terms, and strategies of financial and investment management.
- The right of every client to have the access as necessary to our time, our advice, and our expertise.
- Most importantly, we believe that dedicated service and thoughtful attention to the individuals, families, and business owners who are our clients will always remain the founding principles of Integrated Financial Group.
Learn more about the Integrated Financial Group Consortium at www.integrated-financial-group.com
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