Product Portfolio

Integrated Financial Services Inc mission is to provide businesses, individuals, and seniors with assistance in understanding and making the right decisions when it comes to insurance & retirement. We have the skills, knowledge, and experience to help meet our client's established goals. IFS's goal is to become a lifetime resource for our clients and give them greater confidence in choosing their solution.

For years, Integrated Financial Services Inc has been providing insurance and retirement consulting services to the business community. Built upon a tradition of integrity, industry leadership, and excellence, we are committed to delivering tailored benefit solutions with thoughtful strategic planning, valuable professional services, and technology-based solutions.

Our Specialties

Our staff of experienced professionals can develop programs that make sense for you or your company and your employees. We have specialists in all lines of insurance, with the experience and know-how to keep your programs running smoothly and your employees happy.

 

Insurance Solutions

 Employee Benefits

 Medicare Solutions

 Supplemental Insurance Plans

 Final Expense Plans

  Long Term Care

  Life Insurance Solutions

 Disability Insurance

Retirement Solutions

 Retirement Income Planning

  Social Security Planning

 Diversified Active & Passive Investment Strategies

 Indexed Annuities

  Business Succession Planning

  401(k)'s

  Buy-Sell Agreements / Key Man Insurance

 

Professional Services

Using advanced technology and consulting expertise, we provide a variety of value-added professional services to our clients. These services reduce customer costs, increase efficiency, and improve employee satisfaction – bringing your benefits programs to new heights in quality and performance.

Customer Service

We pride ourselves on the level of knowledge and service we bring to our clients. Each client works with a single point of contact, making working with us seamless and easy.

Strategic Planning

We will develop a customized strategic plan for you that defines your objectives and outlines the actions needed to fulfill those objectives. Our strategic planning services ensure an organized, complete approach to fulfilling your benefits needs.