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We consult with small and medium sized employers who offer retirement benefits to their employees on how best to prepare their employees for financial security in retirement. We educate employers on fiduciary and corporate strategy matters and employees on behaviors and investment discipline that leads to dignified and secure retirement. We are Accredited Fiduciary Investment Analysts

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CONTACTS AT INTEGRATIVEFINANCE.COM

Integrative Financial Strategies

Amir Habib

22 Suga●●●●●●●Terrace

Al●●mo , California, 94507

United States

1.92●●●●3431
ah●●●●●@pacbell.net

View this contact

Integrative Financial Strategies

Amir Habib

22 Suga●●●●●●●Terrace

Al●●mo , California, 94507

United States

1.92●●●●3431
ah●●●●●@pacbell.net

View this contact

Integrative Financial Strategies

Amir Habib

22 Suga●●●●●●●Terrace

Al●●mo , California, 94507

United States

1.92●●●●3431
ah●●●●●@pacbell.net

View this contact

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We consult with small and medium sized employers who offer retirement benefits to their employees on how best to prepare their employees for financial security in retirement. We educate employers on fiduciary and corporate strategy matters and employees on behaviors and investment discipline that leads to dignified and secure retirement. We are Accredited Fiduciary Investment Analysts
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Integrative - Home | integrativefinance.com Reviews

https://integrativefinance.com

We consult with small and medium sized employers who offer retirement benefits to their employees on how best to prepare their employees for financial security in retirement. We educate employers on fiduciary and corporate strategy matters and employees on behaviors and investment discipline that leads to dignified and secure retirement. We are Accredited Fiduciary Investment Analysts

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Integrative - News & Articles

http://www.integrativefinance.com/news-articles.html

Aligning goals, improving outcomes. 2015 Defined Contribution Plan Sponsor Survey Findings. Reality, responsibility and mitigating risk. Integrative Financial Strategies is a Registered Investment Advisor. In the state of California. Powered by BuildYourSite.com.

2

Integrative - Disclosures

http://www.integrativefinance.com/resources.html

Integrative Financial Strategies("IFS") is a private registered investment adviser in California. Our corporate offices are located in Alamo, California. Information is gathered from a number of sources that may include the following:. Information provided by you on account applications and other standard forms. This information includes, but is not limited to, your name, address, and telephone number, and Social Security number, date of birth, annual income, employment status, and citizenship. Informati...

3

Integrative - Testimonials

http://www.integrativefinance.com/testimonials.html

We serve two sets of clients:. Discerning individuals with substantial assets, estates and trusts. Small and medium sized employers with employer-sponsored retirement plans ranging from $1 million to $ 20 million in assets, who are serious about helping make a meaningful impact on their employees retirement readiness. We help design, consult with, help implement and service such retirement plans. We seek to strengthen relationships by engendering trust at least three levels. Types of Retirement Plans.

4

Integrative - What We Do

http://www.integrativefinance.com/WhatWeDo.html

WE OPTIMIZE YOUR RETIREMENT PLAN; align your goals and improve outcomes. You want a compelling retirement plan to attract talented employees. You also want to control costs and ensure that your regulatory and fiduciary obligations are met. Whether you are building a new plan or need to fix your current plan, IFS can help. IFS helps you reach your objectives and improve retirement outcomes for your participants. Plan selection, design, documentation, communication services and investment committee support.

5

Integrative - about us

http://www.integrativefinance.com/about.html

Serving as an ERISA fiduciary, we can be retained on a limited duration or ongoing basis to assist responsible Plan Fiduciaries in correcting identified fiduciary compliance shortfalls and improving fiduciary governance of the plan. IFS is about providing institutional quality services to the employer and empowering individuals to transform their own financial destiny - efficiently, effectively and transparently - into acceptable retirement. AIFA*, MBA, AAMS. Starting out as a Senior Financial Analyst, h...

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