Our Consortium

Integrated Financial Group is one of the largest independent financial planning consortiums in the country. We are a cadre of independent LPL financial planners, each with a unique style and special area of planning expertise. As independent advisors, we have access to an entire universe of products, services and programs to offer our clients.

The consortium concept, which we pioneered, is unique in the industry. We call it our "brain trust," as we have gathered some of the best, brightest, most experienced and highly educated advisors. While each client works directly with an independent advisor who owns his own business, all clients benefit from the shared expertise of the entire group.

When you retain an Integrated Financial Group advisor, you can be sure you are dealing with someone who has passed a stringent vetting process. We maintain strict requirements for becoming part of the group, including experience, professional designations and education, a rigorous planning process, excellent client service standards, and adherence to the consortium's ethical guidelines. Additionally, every prospective member advisor must interview with the consortium's advisory board to ensure that he or she shares our philosophy and has a passionate commitment to the profession and to clients.

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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