Services

Products

Financial Planning

Cash Flow Management

Education Planning

Retirement Planning

Protection Planning

Investment Planning

Estate Planning

Goal Planning

Investment Management

Life Insurance

Disability Income Insurance

Health Insurance*

Long Term Care Insurance

Small Business Employee Benefits

401(k) Management & Pension Plans

Business Succession Planning

*Guardian does not offer individual health insurance products or services.

Customize Your Future9841 Broken Land Parkway, Suite 115, Columbia, MD 21046

Phone: 410-309-5862 Fax: 410-309-5864 www.IntegratedFinancialStrategiesLLC.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Ave. Suite 1200, Bethesda, MD 20814. 301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is an indirect, wholly-owned subsidiary of Guardian. Integrated Financial Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-78505 Exp. 4/21.

CUSTOMIZEIntegrated Financial Strategies provides customized advice that is specific to your needs and goals. We navigate the complex world of financial services and match the solutions to you.

YOURIntegrated Financial Strategies is about you. Our Advice is always in your best interest. We provide the information you need to make smart choices.

FUTUREIntegrated Financial Strategies offers creative strategies to secure your financial future. We strive to improve your future with solid advice and recommendations.

Integrated Financial Strategies is a comprehensive financial services and investment management firm for individuals, families, and small businesses.

As our name suggests;

Integrated - We use what you may have done in the past,what you have at work, with a spouse or significant other,and integrate it together for better results.

Financial - We evaluate your investments, assets, and cashflow to optimize your security.

Strategies - We provide creative strategies to help youaccomplish your goals and improve your future.

Integrated Financial Strategies has over 250 clients in 18 states. Our focus is the financial planning needs of professionals, small businesses, and retirees.

COMPREHENSIVE PLANNINGA comprehensive financial road map created by Integrated Financial Strategies is custom designed to reflect your lifestyle and goals while being sensitive to your specific risk levels.

Your plan may include; retirement goals, education funding, protection planning, cash flow analysis, estate planning, income tax review, and lifestyle goals. As your goals change so will your plan with guidance and input from your financial professional.

At Integrated Financial Strategies...We help you make smart decisions

about your money.