Summit Wealth Group in Fairfield, CA, is home to Integrated Wealth Solutions offering comprehensive financial planning services. Their team acts as personal CFOs, guiding clients through various financial stages. Through initial discovery meetings, they analyze current financial situations and set personalized goals and financial roadmaps.
Integrated Wealth Solutions presents clients with customized financial plans and strategies, ensuring transparency and tailored solutions. The team reviews strategies regularly to adapt to any life changes that may impact investment plans, providing clients with peace of mind. They specialize in various financial aspects, including college funding, retirement planning, and managing sudden life events.
The firm boasts a team of CERTIFIED FINANCIAL PLANNER™ professionals, emphasizing fiduciary responsibility and commission-free services. Integrated Wealth Solutions aims to be the first call for clients' financial needs, offering free financial assessments and educational resources. With a focus on building long-term relationships, they provide independent, trusted advice and customized portfolios to help clients achieve their financial goals.
Generated from the website content
