This We Believe

Your financial plan should be a vivid reflection of who you are. Our role is to help you create a financial plan that reflects the values, priorities and life goals that have shaped your life. As implied by our firm name, we want to help you integrate your values and convictions with your financial plan.

Philosophy in Action

As we assist you in integrating your financial goals and values, we hope to make this experience a pleasant one for you. Our interaction with you will be shaped by our own beliefs about financial planning, which we hope will enhance your experience in working with us.

We believe that financial planning:

  • Is a comprehensive and collaborative process
  • Should align with your values
  • Is dynamic and must be periodically reviewed as circumstances change
  • Integrates the intellectual, emotional and spiritual components of our lives
  • Success is measured by a full and meaningful life; not simply a rate of return
  • Is ultimately about what matters most to you
Integrated Financial Planning Solutions Philosophy

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.