Financial services in Tempe, AZ

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Integrated Financial Solutions was organized in 2008 to reflect the growth of service provided by the firm's partners allowing them to focus on their areas of experience. The expansion enhanced the services available to clients by providing full service analysis and recommendation of employee benefits, wealth management/asset allocation, and holistic fee-based financial planning for individuals and businesses. We strive to provide innovative and comprehensive retirement strategies for individuals, business owners, and their employees. At Integrated Financial Solutions, we focus on the accumulation, preservation, protection, and transfer of wealth by emphasizing continuous education and individual assistance.