About Integrated Financial Solutions, PLLC
<p>Founded in 2008, Integrated Financial Solutions, PLLC is a fee-only, independent advisory firm based in Tempe in the Phoenix metro area. The firm works with individuals, families, business owners, and employees on long-term financial planning and retirement-focused strategies.</p> <p>As a fiduciary advisor, Integrated Financial Solutions focuses on advice that is intended to be free from product-based conflicts of interest. Its work includes retirement income planning, wealth management, and retirement plan consulting tied to employer-sponsored plans such as 401(k) arrangements.</p> <p>The firm also addresses plan-related details like ERISA compliance and investment advisory support, along with related planning areas such as taxes, estate planning, and insurance. Technology plays a practical role in how the team shares information and organizes financial plans clients can follow.</p> <p>What sets Integrated Financial Solutions apart is its fee-only structure paired with retirement plan consulting experience that connects personal planning with workplace plan decisions.</p> <ul> <li>Fee-only fiduciary <a href="/plan-advisors">plan advisor</a></li> <li>Wealth management and retirement income planning</li> <li>401(k) and retirement plan consulting</li> <li>ERISA compliance and investment advisory support</li> <li>Planning coordination for taxes, estate planning, and insurance</li> </ul>
Website: https://www.myifs.com/
Founded: 2008
Office Locations
- Tempe, AZ (Headquarters)
Team Members
- JOSEPH A WEBER, Founder & President