From clients with substantial investments, to those just trying to gain financial control, we help you find your solutions.
We believe that everyone needs competent financial advice, and we make it accessible by requiring no minimum investment or net worth amount.
We clarify the confusing world of finance and insurance. You will clearly understand solutions and strategies for your financial future, and retain control.
Our work with you is a Partnership. We strengthen that through additional resources, like The National Association of Personal Financial Advisors (NAPFA).
Integrated Financial Planning Solutions
Experience, Education and Credentials – Aaron C. Wieand, CPA, PFS, CFP® is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and Personal Financial Specialist with over 15 years of professional finance and accounting experience specializing in providing strategic insights tailored to the organizations and individuals he serves.
- Paid only by our Clients
- No Commissions
- No minimum net worth requirement
- All fees fully disclosed
- Objective Advice
- No sales pressure
- CFP® and AICPA Code of Ethics
- Act solely in client's best interest
- Avoid conflicts of interest
- Offer advice and support – NOT sell products
- A prudent investment process and discipline
Integrated Financial Planning Solutions, LLC (“IFPS”) is a registered investment advisor offering advisory services in the States of Indiana and Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IFPS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IFPS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.