Welcome to
Secure Your Future
Plan With Confidence
At IFS, we believe financial wellness isn’t a product — it’s a plan.
We help individuals, families, and business owners create customized retirement income strategies that align with their goals, values, and vision for the future. Whether you're approaching retirement or already navigating it, we ask the questions that matter:
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Are you confident your income will last as long as you do?
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Have you protected what you’ve worked so hard to build?
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Do you have a clear, flexible plan to weather life’s financial uncertainties?
We’re here to guide you from uncertainty to clarity — with trusted expertise, smart strategies, and a plan that puts your financial wellness first.
Integrated Financial Services, Inc.
Connect with IFS. Plan Confidently. Retire Securely.
Have Questions or Need Guidance?
We’re here to help.
Whether you're planning for retirement, looking to protect your assets, or striving for long-term financial wellness, our experts are ready to assist.
Contact us today and let’s create a plan that’s right for you.
Tel: 712-823-0037
888-253-5505
Cell: 712-251-5850
Achieving Financial Wellness in Retirement
Secure, Sustainable Retirement Income Solutions
Reliable Strategies to Cover Income Gaps
Tax-Aware Retirement Income Solutions
Protecting Your Family's Legacy
The Road To Retirement Success Webinar
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Why Choose Integrated Financial Services, Inc.
Are You Truly Confident in Your Retirement Income Plan?
Or does uncertainty still linger beneath the surface?
Imagine waking up each day in retirement knowing your income is secure, your money is working for you—not against you—and your financial future is protected, no matter what happens in the market.
Is that how you feel right now?
Or do you find yourself quietly asking:
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Will my savings really last as long as I do?
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What happens to my plan if the market crashes—will I still be okay?
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Am I missing something that could protect or grow my income more effectively?
If questions like these have crossed your mind, you’re not alone. After 35+ years of guiding individuals and families through retirement transitions, I’ve learned something important:
Retirement security isn’t just about how much you have—it’s about how confidently you can use it.
That’s why I specialize in Fixed Indexed Annuities (FIAs)—a solution designed to protect your principal, offer growth tied to market performance (without direct exposure), and provide guaranteed income for life.
Let me ask you this:
What would it feel like to never worry about running out of money—no matter how long you live?
With the right plan, you can:
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Protect your savings from market downturns
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Lock in a reliable income stream you can’t outlive
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Enjoy retirement with peace of mind—not financial stress
Let’s Build a Plan That Works as Hard as You Have
You deserve a retirement plan that’s clear, secure, and tailored to your life—not just a generic projection.
Let’s talk.
Reach out today to discover how a custom FIA-based strategy can give you the financial confidence you’ve been looking for.
Integrated Financial Services, Inc. is dedicated to helping individuals and families achieve financial wellness through personalized retirement income solutions. With a focus on security, simplicity, and lifelong income, we’re here to help you retire on your terms—with confidence.
Strategic Guidance Built For You.
Lifelong Financial Protection.
Build. Protect. Pass It On.
Partner With Us.
Plan With IFS!
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