Frequently Asked Questions

We know you probably have many questions, so we thought we'd go ahead and answer some of the most fequently asked.  If we've missed your question, please e-mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

Who would benefit from meeting with Integrated Financial Solutions Group (IFSG)?

  • Anyone who would like their money to be more productive and pay less in taxes.
  • Anyone who wishes to diversify into investments and asset classes which are not directly correlated to the stock market.
  • Anyone who wishes to utilize adaptive equity managers to get reasonable returns in an unreasonable market.
  • Anyone who wants to participate in stock market gains while minimizing or eliminating the risk to principal inherent with traditional, market based instruments.
  • Anyone who wants a reasonable rate of return on their holdings without exposure to undue risk.
  • Anyone who wants to reduce the taxation of their social security benefits.
  • Anyone who wants to cut the Internal Revenue Service out of their Legacy Planning!

Is IFSG limited to specific investments or companies?

No.  Integrated Financial Solutions Group was founded on the belief that that every individual or couple is unique, and no single investment company or financial account is right for everyone.  Integrated Financial Solutions Group has access to a wide variety of financial providers to choose from, on behalf of our clients.

I already have a Financial Planner / Advisor / Broker.  Why should I come in to see IFSG?

Ninety percent of the people who come in to visit with us already have a financial advisor of some type.  This meeting is not about trying to steal you away; this meeting is about making sure that what is going on with your financial holdings is consistent with how you feel about money and appropriate levels of risk.  The consultation is complimentary – the second opinion is free!

What makes Integrated Financial Solutions Group different?

As a boutique firm, we have access to resources, programs and products that others do not.  This allows us to put our working philosophies of tax reduction and cash flow generation into practice quickly and effectively.  You don’t have to wait for years to see results!

How do you get paid?

The companies we use to help people achieve a prudent structure for their financial holdings pay us directly, whether that is from a portion ongoing management fees or from a one-time placement fee or commission.

How do I schedule a time to visit with IFSG?

You may schedule a time to visit with IFSG by calling our office at 972-312-1337 and asking for Janet Blazek to request a meeting time.  If married, we respectfully request that both husband and wife attend.

What are my obligations after my first visit with IFSG?

There is absolutely no charge or obligation.  In many instances, IFSG is able to tell folks that everything looks great and no changes are necessary.  Of course, if there is a glaring need for a change in direction (too much risk, paying taxes unnecessarily, outdated estate planning, etc.) IFSG is well equipped to help you develop a plan of action to take you from where you are to where you need to be.

What should I bring to the initial meeting?

  • Completed Financial Organizer:
    • Part I - Financial Concerns and Objectives; Part II – Risk Tolerance Questionnaire; Part III – Financial Details
    • Please note - All of the above are important to understand your circumstances and how you feel about your finances.  The more information you complete in advance of your meeting, the better!
  • Latest financial statements from your financial accounts (IRAs, Mutual Funds, CDs, Brokerage statements, etc.).
  • A copy of your most recent year’s tax return.
  • Any information relating to your specific financial concern.
  • Please write down any questions you may wish to ask IFSG!

What happens during the initial meeting?

IFSG will review your financial concerns, objectives, and information and will address your specific questions in detail in order to better understand your needs and goals.  IFSG may be able to provide you with some immediate direction, but most likely will determine if further analysis of the information you have provided is appropriate and desired.  While the initial meeting is about us getting to know you better, it is also an opportunity for you to learn more about the methods we employ to help our clients preserve and grow their assets, in a reasonable, rather than reckless, manner.

What is the charge for subsequent meetings?

There is no charge.  If you decide to become part of our client family, we are compensated directly from the financial providers we utilize.

Where is Integrated Financial Solutions Group located?

We are conveniently located just south of Park Blvd. and Ohio (Hillcrest), near Preston Road and the George Bush Turnpike.  A map can be found in under the "Contact Us" Tab.

What are your office hours?

Meetings with prospective clients are held on weekdays, Tuesday-Friday, 9:00 am to 5:00 pm.  All meetings are held at our office and are by appointment only.

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