Retainer-Based Financial Planning Services:

The IFPS retainer-based monthly subscription offering includes a comprehensive suite of financial planning services provided for a fixed subscription fee. New clients pay an initial fee for development of a comprehensive financial plan, then a flat monthly fee depending on complexity and a client's specific facts and circumstances.

A subscription platform allows for a strengthened partnership and ability to provide more comprehensive financial guidance when and how you need it. Additional information regarding retainer services is included below:

Financial Plan

Phase 1. Taking Stock

This stage is focused on understanding your goals, your finances, and the levers at your disposal to optimize your financial situation, including:

  • Goal assessment and prioritization
  • Generation of a Net Worth Statement
  • Inventory of key financial information, including:
    • Workplace benefit offerings
    • Risk management program
    • Investment portfolio holdings
    • Debt Summary
    • Tax Returns


Phase 2. Creating a Customized Plan

Once you've shared your goals and we've assessed the opportunities associated with your current financial situation, we go to work to develop a comprehensive, customized financial plan, which may include:

  • Investment Policy Statement and Asset Allocation Plan
  • Detailed portfolio recommendations
  • Saving and spending plan
  • Insurance needs analysis and recommendations
  • Estate planning guidance
  • Debt repayment strategy



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.