I run my own financial advisory business and am not employed by any financial services firm. However, you might notice the name Integrated Financial Group (IFG) appearing frequently on statements, business cards, websites, etc. Naturally, this leads to the question, “Who is Integrated Financial Group?”
Integrated Financial Group (IFG) is a consortium of independent financial planners from across the country. Established in 2003, this carefully vetted group operates on the principle that many minds are better than one. My affiliation with IFG is invaluable; it provides me and my clients with access to a network of talented, like-minded peers who are dedicated to collaborating, sharing strategies, best practices, and advice. Every one of my clients has benefited directly from this network in a tangible way.
Additionally, IFG has expanded to offer business support services, regulatory compliance support, marketing services, and professional coaching. These services have enhanced the efficiency and scale of how I deliver on my promise to you, the client.
I am thrilled to be part of this network, and if you are a client, you are benefiting from it as well, whether you realize it or not.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.