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Integrated Financial Concepts
Retirement Income Strategies, Estate Planning Strategies, Tax Planning Strategies, Risk Management & Protection Planning, Wealth & Portfolio Management, College Funding, Special Needs Planning, Planning with Charitable Intent, Business Owner Strategies, Small & Large Group Employee Benefits and
more.
more.
Purpose
We are an award winning family of financial professionals who work together, learn from each other, and bring each other up. We believe that by fostering a culture of collaboration, excellence, and integrity, we can achieve our collective and individual goals and make a positive difference in the lives of our clients and communities.
Mission
Our mission is to protect our client’s interests through sound, ethical financial advice. We focus on managing growth of assets and protection against exposure on the liabilities side of our client’s lives. Both families and businesses need to protect their earning potential with life insurance. We act as a partner in determining the best strategies. Our responsibility to our clients it to ensure they have good information and to work together to help them make decisions about what is best for them.
Values
- Mentorship & Collaboration
- "At IFC, we thrive on mentorship and collaboration. Our culture encourages experienced individuals to guide others, fostering an environment where knowledge flows freely. By promoting collaboration, we harness diverse strengths, unlocking creative solutions and achieving collective success. Together, we propel innovation, ensuring a supportive community and surpassing objectives."
Recent Awards
Company Snapshots
