Integrated Financial Planning Solutions

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

203 S Main St Ste 2A, Goshen, Indiana, 4...

Phone Number

(574) 334-9499

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Integrated Financial Planning Solutions

IFPS is a fee-only financial advisory firm that specializes in helping clients manage their finances strategically, akin to running a multimillion-dollar enterprise. Since 2010, their team of CFP® and CPA professionals has focused on creating comprehensive, tax-efficient financial strategies that align with clients' values and life visions. They emphasize a holistic approach to financial planning, including investments, tax optimization, cash flow management, and insurance. IFPS operates independently, ensuring that their services are tailored to the best interests of their clients without the pressure of selling products.Explore more
Integrated Financial Planning Solutions's Social MediaPopular SearchesIntegrated Financial Planning Solutions LLCIntegrated Financial PlanningIntegrated Financial Solutions LLCWieand, Jonathan DSIC Code 62,628NAICS Code 52,523Show more

Integrated Financial Planning Solutions Org Chart

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Owner, Fee-Only Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Plan...

<$5M
1-10
Private
-
2010
AW
Aaron WieandOwner, Fee-Only Financial Advisor
<$5M
1-10
Private
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2007
<$5M
1-10
Private
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2012
N/A
<$5M
1-10
Private
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-
N/A
<$5M
1-10
Private
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2018
N/A
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Company Profile Activity

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Activity Insights

Integrated Financial Planning Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integrated Financial Planning Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Planning Solutions.

Integrated Financial Planning Solutions Tech Stack

A closer look at the technologies used by Integrated Financial Planning Solutions

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Frequently Asked Questions Regarding Integrated Financial Planning Solutions

What is Integrated Financial Planning Solutions's official website?
Integrated Financial Planning Solutions's official website is www.integratedfps.com
What is Integrated Financial Planning Solutions's Revenue?
Integrated Financial Planning Solutions's revenue is <$5 Million
What is Integrated Financial Planning Solutions's SIC code?
Integrated Financial Planning Solutions's SIC: 62,628
What is Integrated Financial Planning Solutions's NAICS code?
Integrated Financial Planning Solutions's NAICS: 52,523
How many employees does Integrated Financial Planning Solutions have?
Integrated Financial Planning Solutions has 1-10 employees
What industry does Integrated Financial Planning Solutions belong to?
Integrated Financial Planning Solutions is in the industry of: Finance, Securities Trading
What is Integrated Financial Planning Solutions competition?
Integrated Financial Planning Solutions top competitors include: Safe Landing Financial, Mosaic Financial Advisors, Charleston Financial Advisors, Flores Wealth Planning
What technology does Integrated Financial Planning Solutions use?
Some of the popular technologies that Integrated Financial Planning Solutions uses are: WordPress.org, PHP, RackSpace Cloud DNS, Microsoft 365
How do I contact Integrated Financial Planning Solutions?
Integrated Financial Planning Solutions contact info: Phone number: (574) 334-9499 Website: www.integratedfps.com
What does Integrated Financial Planning Solutions do?

IFPS is a fee-only financial advisory firm that specializes in helping clients manage their finances strategically, akin to running a multimillion-dollar enterprise. Since 2010, their team of CFP® and CPA professionals has focused on creating comprehensive, tax-efficient financial strategies that align with clients' values and life visions. They em... phasize a holistic approach to financial planning, including investments, tax optimization, cash flow management, and insurance. IFPS operates independently, ensuring that their services are tailored to the best interests of their clients without the pressure of selling products.Read More

What are Integrated Financial Planning Solutions social media links?
Integrated Financial Planning Solutions Linkedin page
Is Integrated Financial Planning Solutions a public company?
Integrated Financial Planning Solutions is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Planning Solutions

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