Documents

The following documents are available to assist our clients.

Helpful Resources

Where are the Customers' Yachts?
How much are you paying for the investment advice that you receive? Follow the link above to understand how investment fees might represent the largest line item in your annual budget.

Things You Should Know Before Hiring a Financial Advisor

What is Comprehensive Personal Financial Planning?
Each individual situation is different. Thus, the scope of a financial plan will vary considerably among clients. This document helps outline the areas that are typically covered in a comprehensive financial plan.

Saving Investors From Themselves
Valuable advice from Jason Zweig on why 'following the crowd' is not in investors best interests.

5 Questions to Ask a Financial Advisor
The financial-advice industry features a bewildering array of titles, designations and compensation structures. It's important to understand the differences and ask these key questions of prospective advisors.

Forbes Hourly Planners Directory

Integrated Financial Planning Solutions is proud to be included on the Forbes list of Hourly Planners.

Disclosure

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.