Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

The Integrated ProcessTM

At Integrated Financial Group, we seek to inspire and empower our clients to strive for their best possible life.  Our team of professionals will help you better understand your best options, create a well-thought-out strategy, and then be proactive to implement your ideal plan. Using a tailored approach for investments, insurance products, and other services, we work with you to address your financial needs and concerns.

The Integrated Financial Group Process

We offer services in these three areas:


Putting your hard earned assets to work. How?

Wealth Management
Business Transaction Planning
Entity Planning
Income Tax Strategies
Multi-Family Office Governance


Preserve the assets that can provide cash flow for the lifestyle you’ve always imagined. How?

Estate Tax Planning
Asset Protection
Family Wealth Projections and Planning
Divorce Tax Planning
Life Insurance
Family Bank Strategies


Provide for the people and causes you care about the most. How?

Legacy Planning
Charitable Foundations
Donor Advised Funds

We can also refer you to professionals who provide the following services:

Charitable Giving

Ready to take
The Next Step?

For more information about services listed, schedule a meeting today.

Or give us a call at 801-993-0550 & 801-993-0507