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Integration Services

Integrate your financial solutions

Integrate your financial solutions

IFS of KC takes the approach that the 6 areas of financial planning should be put "on paper" to develop a plan for each area.  

6 Areas We Integrate to R.E.T.I.R.E.

Risk Management & Budgeting
Estate Planning
Tax Strategies & Planning
Investment Strategies & Planning
Retirement Planning
Employee Benefits Review

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Your Integration Map

Below is a link to connect to your software that will help you and us determine what you have and have not integrated.  Let's integrate your financials to find your optimal solution.

Asset Integration Map

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.