Integrated Financial Strategies was founded in 2007 on the desire to offer independent and holistic financial advice to clients, which we observe to be a rarity in the financial services industry. Our over 5 years of experience in the industry has illuminated to us the fact that the business is full of micro-level product salespeople who specialize in selling one particular product type, such as investment products, or life insurance products. A holistic, macro-economic perspective is very difficult to find when searching for a financial professional. Not only are many financial advisors inclined to sell a particular product type, they are often inclined to sell one specific company's product suite. This lack of independence in recommendations may not always best serve the client. Using the Lifetime Economic Acceleration Process (LEAP) (TM), we help our clients to understand that there is no such thing as a segregated micro-level financial decision. Because, if you spend a dollar for something, you've lost an opportunity somewhere else. We do not provide boilerplate solutions. Instead, we incorporate the principles of economics such as supply and demand, opportunity cost, and velocity of money. We use a scientific tool called the PS&G Model for objectively analyzing your present financial situation and developing a new and more effective approach to money management.
We currently have representatives registered to offer insurance products in the states of Ohio, Kentucky, & Florida. This is not an offer to sell or solicit insurance in any other state of jurisdiction. Integrated Financial Strategies is located in the Cincinnati suburb of Blue Ash at 4555 Lake Forest Drive, Suite 650, Cincinnati, OH 45242. (513) 563-3544