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Integrated Financial Strategies, LLC

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Welcome | ifstrategies.com Reviews
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Integrated Financial Strategies, LLC
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Integrated Financial Strategies, LLC

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1

Integrated Financial Strategies, LLC - About Us - Your advisor

http://www.ifstrategies.com/ourteam.aspx

Sandra L. Riccio, CFP. Sandra Riccio has been providing superior client service to businesses and individuals for more than two decades. She is a CERTIFIED FINANCIAL PLANNER. Practitioner and a fully licensed insurance and FINRA-registered investment professional, specializing in employee fringe benefit analyses and personal financial planning. Practitioner, she received her Certification in Long Term Care (CLTC) and, most recently, attained the credential of Accredited Investment Fiduciary. Integrated F...

2

Integrated Financial Strategies, LLC - Accumulation

http://www.ifstrategies.com/Accumulation.aspx

Accumulation planning addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today’s world, there are common needs and desires people seek to accomplish. To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals. Reduce overall investment risk. May also be an...

3

Integrated Financial Strategies, LLC - Participant Services

http://www.ifstrategies.com/Participant_Services.aspx

Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most—investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals. We will work with your participants to:. Explain the importance of retirement planning and the options available under the plan. Determine their unique investment objectives, tolerance for risk, and time horizon. Including possible loss of the principal invested.

4

Integrated Financial Strategies, LLC - Retirement Plans

http://www.ifstrategies.com/Retirement_Plans.aspx

This communication strictly intended for individuals residing in the states of CA,CO,FL,MA,NC,NY,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested. A Registered Investment Advisor.

5

Integrated Financial Strategies, LLC - Professional Partnerships

http://www.ifstrategies.com/Professional_Partnerships.aspx

Certificants are individuals who have met CFP Board's education, examination, and experience requirements, have agreed to adhere to high standards of ethical conduct, and who complete CFP Board's biennial certification requirements, including continuing education, in order to use the certification marks CFP. Practitioner is a financial professional authorized to use the CFP. Certificants have voluntarily submitted to the regulatory authority of the CFP Board. The Center for Fiduciary Studies. We are a me...

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Welcome

Why We're Different. Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. Continue to our new homepage. A Registered Investment Adviser. Integrated Financial Strategies LLC. 3 Marcus Boulevard, Suite 205, Albany, NY 12205.

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