Why “Integrated?”
One of the most asked questions we get when meeting with prospective clients is, “why choose Integrated Financial Group?” The answer leans heavily on our processes, which make us really stand out.
Financial Planning
Our team of advisors will create a long-term, comprehensive plan that will help to ensure you are making the most of your assets. We will guide you through the decision-making process as you approach retirement and help you pave a path to your desired outcomes.
Investment Management
Keeping current with the investment landscape can be overwhelming. Our investment advisors stay up to date on market trends and use research-based strategies to see that your money is working efficiently.
Life Insurance
Life insurance provides money to the people who depend on you when you are no longer here – but, did you know it can offer so much more? Whether you are looking to leave a legacy, or even create another source of income, talk with us about the different types of policies we offer and how they will meet your needs.
Business Planning
In working with business owners, our goals are to help prepare for the short and long-term challenges they may face. We will strategize to attract & retain quality people – and look years ahead to ensure the continuation of a reputable business, even after the owner has moved on.
Healthcare Planning
Healthcare costs top the list of retirement concerns for Americans. Ask us about ways to help keep costs low without sacrificing quality care.
Estate Planning Strategies
Creating an Estate Plan provides essential guidance to your heirs in the event of your death – and plays a significant role while you are alive as well. In addition to your money and other assets, we must also address your medical care and what types of treatments you want if you are no longer able to communicate your wishes.
Our Professionals
The men and women at Integrated Financial Group pride themselves on building strong client relationships – and offering financial guidance backed by years of experience.
Nick Purchiaroni, RICP®
Financial Advisor
Brett Burbine, CFP®
Financial Advisor
Kip Hoag
Financial Advisor
Zachary Adams
Financial Advisor
Richard Brownell
Senior Marketing Assistant
Jessica Purchiaroni
Marketing Assistant