Financial Integrators

About Us

Our firm, Financial Integrators, is dedicated to providing comprehensive financial solutions, not only for individuals but also for small- to medium-sized businesses. We are proud to manage approximately $3 billion in Assets Under Management (AUM), allowing us to leverage significant experience and resources to serve all our clients.

We understand that business owners face a unique set of challenges and needs that bridge both their personal and professional financial lives. The following outlines the range of services we offer to help business owners achieve financial integration and success:

Business Services
We assist businesses with operational and financial structures through:
EOS/Traction
401k/Qualified Retirement Plans
Group Benefits
Executive Benefits
Bank/Capital Partners
Tax & Accounting
Our services include managing a business's core financial and reporting functions:
Business Tax Returns
Outsourced CFO (This can encompass QuickBooks, Bookkeeping, Payroll, AR/AP, and Financial Reporting)
Business Succession
We help plan for the future transition of the business to ensure continuity and maximize value:
Exit Planning
Buy/Sell
Funding Sources
Family Transfer
ESOP (Employee Stock Ownership Plan)

Valuation Services
We offer various valuation services, including:

Personal Financial Planning
Because a business owner's personal wealth is often tied to their business, we also offer integrated personal planning services:
AUM (Assets Under Management)
Life Insurance
Financial Plans
Estate Planning