Integrated Financial Services

New Website Coming!

Your IFS Team listens and provides Tailored, Integrated Solutions . . . can include:

  • Retirement Prep & Planning/Strategies for all ages
  • Trusts, Wills, & Estate Planning Solutions that can include Tax Advantageous Gifting/Bequests during your Lifetime
    and/or Beyond . . . Helpful Overview & Info
  • Very Low-Risk Protection & Growth of Retirement Assets along with Secure Income Strategies via a Guaranteed Stream of new Paychecks/Playchecks throughout Retirement
  • Achieve Higher Returns with Minimal Risk for IRAs, SEP-IRAs, and Transfer of Residual 401k/403b/457b Accounts . . .and greatly reduce Taxes when Liquidating them
  • Top-Tier Fixed & Indexed Annuities, Life Insurance, Long-Term Care, and other Insurance Products
  • Profitable Liquidation of Your Existing Life Insurance Policy(s)
  • Special Charitable and Legacy Strategies with Very Favorable Tax Savings

Please feel free to contact us for answers or helpful info about financial, retirement, or estate matters.

Or send an email to Gary Gepfrey, Owner/President, Educator, and Advisor/Strategist:

gg@Integrated-FS.net

Integrated Financial Services (IFS) • 8402 111th Street, Suite 308 Seminole, FL 33772-4242 • Phone 937-608-4300