Start Your Journey to Independence

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Your journey to becoming a member of Integrated Financial Group starts here. We choose our members like the best financial planners choose their clients – and we take pride in that.

We maintain strict requirements for joining in order to ensure our community is composed of advisors that are committed to learning, contributing and planning with intention for their futures. See if you qualify today.


Be prepared with the following information:

  • Firm Information
  • Time Management Analysis
  • Investment Management Process
  • Technology & Marketing Profiles
  • Staff & HR Benefit Information
  • Current Opportunities & Challenges