Upcoming Events

Our objective is to provide the highest calibre of client experience, respective of both the content provided and the venue selected.  Integrated Financial and IFSG University host various dinner events throughout the year, falling into three primary categories:

  1. Client Education / Investment Sponsor Dinner Briefings
  2. "Stop The Wealth Leakage" Dinner Workshops
  3. Special Client Dinner Events

Our commitment is to client education and the further development of a sense of "community" within our client family.

 

Welcome!

At Integrated Financial Solutions Group, it is our commitment to listen to your specific concerns...

Rather than a discussion agenda that is advisor-driven, our process is built on a foundation of helping develop YOUR agenda, through the use of strategic tools to clearly identify and quantify your Goals, Objectives, Fears and Concerns.

   

When we are done, Dinner is on us - at the conclusion of our consultation, you will receive a gift certificate ($50-$100) to a local restaurant.  Click above to learn more.

 

Request your own copy of The Wealth Code - How the Rich Stay Rich in Good Times and Bad to learn how to build a solid financial base.

 

   

Learn more about the "added value" services, resources and events that are provided to IFSG Clients and other "insiders"...

 

Learn more about E-money, the resource that helps our clients "pull it all together" with real time financial data aggregation, document vault, and Integrated Financial Planning.

 

 

Plans fail for lack of counsel, but with many advisers they succeed.

Proverbs 15:22, NASB