Integrated Financial Solutions of Kansas City is a small boutique firm that provides individualized financial guidance on family security concerns such as wealth transfer from one generation to the next.
Our primary focus is on today's long span of generations and life situations, including:
- Baby Boomers (born 1946 to 1964)
- Generation X (born 1965 to 1984)
- Millennials (born 1985 to 2004)
Unique life situations IFS of Kansas City addresses also include:
- Blended families wanting to ensure a fair and equitable distribution of assets.
- Advising federal employees seeking additional advice beyond their respective agency's financial literacy programs.
- Consulting with small business owners who employ fewer than 50 employees.
Our Personalized Approach
You’ll find that IFS of Kansas City is not the typical financial firm that has representatives repeatedly calling you or ringing your doorbell at the most inopportune times. By contrast, we rely on a combination of electronic and personal interaction to help you plan a smooth transition to a secure and fulfilling future, Some people call it RETIREment:
Risk management and insurance coverage
Employee benefits and cash-flow strategies
Preparation Is Everything
As you may have discovered, most wealth managers require a minimum net worth or $250,000 or more in investable assets. But at Integrated Financial Solutions we care most about YOU, not your investable assets.
Our basic belief is in line with our great nation’s founding fathers, notably including Benjamin Franklin. His aphorisms emphasize preparation and planning ahead:
“By failing to prepare, you are preparing to fail.”
“An ounce of prevention is worth a pound of cure.”
“A penny saved is a penny earned.”
It’s Your Move...
Are you ready to begin preparing for a successful future for you and your family?
If so, IFS of Kansas City stands ready to meet with you, learn about your needs and wants, and then work with you to ensure you meet your goals.
Call Ed Taylor today at 816-439-5333.