We are ready to serve
TRADING & INVESTMENTS
TRANSITION SERVICES
OPERATIONS, HR & EMPLOYEE BENEFITS
VIRTUAL ADMINISTRATIVE SUPPORT
COMPLIANCE & RISK
MANAGEMENT
BRANDING & MARKETING
BUSINESS TECHNOLOGY SERVICES
DEVELOPMENT & CONSULTING
Our Advisor Development team walks a long side you to not only help you hone your skills as a financial planner, but helping you navigate the journey to become a great business owner.
TRADING & INVESTMENTS
With a dedicated Investment Solutions Team, IFG members have access to multiple investment models and a trading team dedicated to assist them with solutions for their clients.
TRADING & INVESTMENTS
With a dedicated Investment Solutions Team, IFG members have access to multiple investment models and a trading team dedicated to assist them with solutions for their clients.
TRANSITION SERVICES
We’ll walk you through the process of transitioning from your current work environment to a fully independent practice to avoid any obstacles.
TRANSITION SERVICES
We’ll walk you through the process of transitioning from your current work environment to a fully independent practice to avoid any obstacles.
OPERATIONS, HR & EMPLOYEE BENEFITS
Delegate the necessary, but time-consuming business activities to gain more time for the work that matters most to you and your clients, such as logistics, human resources and the day-to-day operations.
VIRTUAL ADMINISTRATIVE SUPPORT
We offer a virtual assistant program created by financial planners for financial planners that gives you time back in your day to focus on what matters most: your clients.
COMPLIANCE & RISK MANAGEMENT
Our Compliance Team knows our financial planners’ businesses intimately. They are proactive in communications and providing solutions. As your advocates, they’ll help you navigate the industry’s moving parts and keep up with the complicated, ever-changing regulations in order to stay compliant and mitigate risk.
BRANDING & MARKETING
Get ready to grow your practice with gusto. We provide our planners with access to a number of proven marketing strategies, branding resources, and other creative services – all for a fraction of the cost of working with an agency.
BUSINESS TECHNOLOGY SERVICES
As a member of IFG, you’ll surround yourself with like-minded financial planners and with that, comes the ability to pick their brains and find out their secrets. Discover which technology stacks your peers are using and why – so you can adopt the best tools for your growing practice.
The success of your independent financial practice relies heavily on how much effort you put into your marketing plan. Learn actionable tips for marketing your practice by downloading our blueprint.
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.
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