A complete list of active advisors currently associated with Integrated Financial Planning Solutions, LLC
Warmer can help you find a great advisor at Integrated Financial Planning Solutions, LLC or one who fits your needs even better.
Integrated Financial Planning Solutions, LLC provides fee-only financial planning and investment consultation to individuals, trusts, estates, small-business retirement plans, and charitable organizations. The firm also offers income tax return preparation performed by its principal, Aaron Wieand, CPA/PFS, CFP®, and delivers project-based and ongoing planning on topics such as retirement, tax, estate, cash-flow, and risk management. IFPS typically develops recommendations using fundamental analysis and a Core + Satellite framework, and presents written or electronic plans for clients to implement. The firm does not exercise discretionary portfolio management or custody client assets; clients retain final implementation and trading responsibility while IFPS provides ongoing monitoring and periodic reviews as requested. Compared with many solo independent advisers, IFPS combines accounting and tax-return services with fiduciary employee benefit plan consulting for employer-sponsored, participant-directed retirement plans—services the brochure notes under ERISA. The firm also offers educational seminars and speaking engagements, and uses fixed, recurring, or hourly planning fees rather than a percentage-of-assets-under-management billing model.
To learn more about the advisors currently working at Integrated Financial Planning Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Goshen, IN
| 11
|
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