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OUR SERVICES

At Integrated Financial Benefits, we provide professional assistance in the following areas:

Investments

  • Bonds

  • Common Stock

  • Educational IRA

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

Financial Planning

  • Retirement Plans

  • Tax Planning

  • 401k Planning

  • 403b Planning

  • College Plans

  • Estate Planning

  • Money Management

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Individual Health Insurance

  • Group Health Insurance