Integrated Financial Resources is a new way of investing. Whether you are just beginning to prepare for your retirement future, wanting to establish a legacy for you and your family or just need to give yourself a piece of monetary mind, Integrated Financial Resources was developed to do just those things. Our innovative, all-inclusive, way of doing financial planning and investing is a time saver but also so much more.
With Integrated Financial Resources you have the ability to work with a staff that will take the time to get to know you and suggest the best course of action, for you the client. By not being commissioned based, our staff of salaried employees will do what is best for you. We help our clients achieve success by working with them to create a set of clearly defined investment objectives to help build a solid financial foundation. We then construct upon that foundation by designing a customized, top-quality, long-term portfolio that will met their goals over a lifetime of investing.
Taking the time to know you is what we will do. We value our clients and want to help them become financially secure and confident. Working with the core values of credibility, innovative service, integrity, quality and consideration, the staff of Integrated Financial Resources will make all of your financial dreams a reality.
-John Wagner
Farmers & Merchants Bank & Trust is proud to offer a full-service Trust Department.
We are here to help you conserve the wealth that you have acquired. Numerous options are available to help you protect yourself and those that you love to have a sound and secure financial future. The staff of Integrated Financial Resources wants to be your partner in the planning and execution of your financial plans.
What we offer:
- A free meeting to help create a Financial Plan which will help determine what your needs are for your present and future lifestyles.
- Investment Management Accounts that gives you the benefit of full-time supervision of your securities.
- Living Trusts are perfect for the management of family funds, now and in the future.
- Standby Trusts gives you Trust convenience and protection on a “ready when needed” basis.
- Retirement Planning and IRA Rollovers will give you the opportunity to have tax deferral and careful investment management of you retirement capital.
- Trusts for Children gives the next generation a solid financial foundation.
- Special Needs Trusts are appropriate as a lifetime supplement for someone with a disability.
- Charitable Trusts are fitting for philanthropic and family financial protection so that there are no confliction objectives.
- Setting up a Trust in your Will is a beneficial service which provides your loved ones with more than a simple bequest.
- Estate Settlement services by having the right executor in place to handle your estate.
- Professionally Managed Investment Accounts which gives you world class investment capabilities using outside investment managers.
Products and Services
Available through Sorrento Pacific Financial, LLC
Services
Complimentary Portfolio Review
Complimentary Life Insurance Review
Online Brokerage
Retirement Planning and Rollovers
Business Planning
–Business Succession
–Business Retirement
–Business Insurance
Estate Planning
Financial Planning
Education Planning
Products
Stocks
Bonds
Mutual Funds
Certificates of Deposit (FDIC Insured)
Managed Accounts
Annuities
Life Insurance
Long-Term Care Insurance
Representatives
These FREE spreadsheets are a way to track income vs. expenses. We hope that this tool will help you become more aware of how you are budgeting & spending money. If you would like a FREE electronic version of this spreadsheet which will automatically calculate figures for you, please call the Four Points Financial office. We are here to assist you!
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