Integrated Financial Group

At Integrated Financial Group, we believe that independence thrives at the intersection of collaboration and culture. As a consortium of independent financial planners, we're dedicated to helping each other succeed and empowering our members to reach their full potential.

Our Mission

Our mission is to provide a platform for independent financial planners to collaborate, share resources, and grow their practices without sacrificing their independence. We believe that by working together, we can achieve more than we could alone, and provide better services to our clients.

Our Services

Integrated Financial Group offers a range of services designed to support independent financial planners in their practices. Our members can focus on growth by offloading key operations to us and connecting with other financial planners to broaden their knowledge. Our services include:

• Operational support: We provide back-office support, allowing our members to focus on high-value activities.
• Knowledge sharing: Our Brain Trust culture fosters shared wisdom, collaboration, and joint growth among our members.
• Community engagement: Our annual retreats, MasterMind Groups, and other interactive platforms provide opportunities for our members to connect, learn from each other, and grow their businesses.
• Professional development: We offer training and development programs to help our members refine their skills and stay up-to-date with industry trends.

Our Culture

Our culture is built on the principles of collaboration, mutual respect, and a commitment to excellence. We're not driven by revenue, but by our vision to foster a culture that inspires and empowers our members. We believe that our peers are our most valuable teachers, and we've created an environment that promotes peer-to-peer interaction and learning.

Who We Are

Integrated Financial Group was founded in 2003 by a group of independent financial planners who shared a vision of creating a platform for collaboration and growth. Today, our members form the Brain Trust, a unique culture that fosters shared wisdom, collaboration, and joint growth. Our members are committed to helping each other succeed and providing better services to their clients.