Integrated Financial Strategies Group was founded in 1982 to provide personal financial planning and investment management.  Our main focus is to provide sound financial planning advice and provide access to high-quality investment managers in order to help our clients achieve their financial goals. R. Griffith McDonald, President of IFSG, has been included as one of the nation’s top 250 financial advisors by WORTH Magazine for the past four years.  Our other representatives include John J. Downer, CFP & Vice President, Conan M. Malmer, Vice President & Portfolio Manager, and Aaron S. Tanner, Portfolio Administrator.

Financial planning involves the development, implementation and monitoring of a comprehensive, coordinated plan for achieving your overall financial objectives.  As an independent investment advisor, IFSG is uniquely positioned to focus directly on your personal objectives to develop and implement a plan to help accumulate sufficient capital for retirement and other goals, reduce your tax burden and meet your estate planning needs.

Through our Broker/Dealer, Mutual Service Corporation, we offer expert advice for investing in institutional money managers, stocks, bonds, mutual funds, annuities and other registered securities.  We provide a full range of asset management services, including TIAA/CREF, 401(k) or 403(b) management, IRA rollovers, company stock option advice and retirement plans for small businesses.

For a complimentary initial interview, please call us at (734) 662-7867.