About Us
IFG is a boutique-wealth management firm with a group of team oriented financial professionals. We believe in a holistic financial planning which combines Insurance Planning and Investment Strategy to help clients create streams of retirement income so that they are prepared for the retirement years. In simple terms, we help clients create and build their own self-made pension, so they have consistent income during retirement.
We provide comprehensive and personal service that sets us apart in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind.
Our Mission:
Our Mission is positioning our clients to make intentional and educated financial decisions during their working years, creating streams of retirement income, so they are well positioned to enjoy financial freedom, security, and predictability during their non-working years.
Focus:
Traditional financial planning is failing people, and the reason is because people are measuring the wrong markers. Financial freedom is the ability to recreate your working income so you no longer have to go to work. We don’t measure features, benefits, returns, etc. These are always changing and moving targets. We make decisions on strategy to reach the goal of financial freedom, not features. Whether you are starting on your journey or have been saving for years, we are confident we can help improve your efficiency and help you reach your goal of being financially free.
What makes IFG different:
IFG was founded by Ryan Coiner who has previously represented Fortune 100 companies. It is his belief that many other companies are focused more on product sales than planning. He founded IFG with the goal to provide Integrity in doing planning, which serves the client first rather than the companies desired sales goals.
When you work with IFG, you are not working with an individual advisor, but with a firm that is based on a teamwork approach. Multiple people working on the plans; this provides a more well-rounded plan. The plans are written and reviewed by the on-staff CFP® professional.
Team model:
At IFG, we believe serving our clients as a team is most effective. Each team member uses their individual skills to serve the client in the planning process. We have a team focused culture and prioritize educating and training our associates so we can better serve our clients and community. We look to develop long-standing relationships with our clients that deliver continuous solutions in this ever-changing economy.
Our teamwork approach allows each person on our team to plug in where they fit rather than needing to be all things to all people. This creates more job satisfaction and client satisfaction as we develop to our strengths, support each other, and our serve our clients.
Technology & Planning:
At Integrity Financial Group, we deliver financial solutions to individuals, families, business owners and executives. The type of strategies we use incorporates both risk management and investment strategy that are meant to work together in balance. Clients are shown how to begin with the purpose in mind and understand how income streams work as the basis for efficient allocation of savings in pre-retirement. This type of holistic service sets us apart from other financial firms, allowing us to be a resource for our clients.