Ap­proach to In­vest­ing

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method­ol­ogy. It has served us and our vast client base very well.”

The firm, along with its con­sor­tium of over 40 com­mit­ted in­de­pen­dently-owned in­vest­ment fi­nan­cial firms pep­pered across seven states, is one of the na­tion’s largest in­de­pen­dent fi- nan­cial plan­ning groups. In­te­grated Fi­nan­cial Group’s prac­tice is based on the premise that many minds are greater than one. When it’s in a client’s best in­ter­est, the firm con­sults its di­verse team of highly ex­pe­ri­enced pro­fes­sion­als within its as­so­ci­a­tion for their ex­per­tise, per­spec­tive and un­bi­ased in­put.

“We make ob­jec­tive, con­flict free rec­om­men­da­tions for prod­ucts that match a client’s unique fi­nan­cial needs. From there we con­struct a blue­print for a sus­tain­able in­come for life. A long term vi­sion and plan helps clients over­come day-to-day mar­ket gy­ra­tions and jit­ters that plague an un­cer­tain econ- omy. We re­main fo­cused on a client’s fi­nan­cial vi­sion, not on Wall Street’s. We can’t pre­dict the fu­ture, but we are very adept at plan­ning for it,” Pa­trick shared.

To be sure, this is not the time to be pas­sive about in­vest­ing. The dot. com boom and bust, the hous­ing bub­ble and the Great Re­ces­sion have all taught us to rec­og­nize both risks and re­wards. In or­der to achieve the best out­comes and bet­ter risk con­trols, in­vestors must have a fi­nan­cial plan. “Stud­ies show the majority of Americans don’t have a fi­nan­cial plan,” Pa­trick said. “That’s just crazy. You have to have a dis­ci­plined and sound plan in place. Work­ing with an ex­pe­ri­enced fi­nan­cial plan­ner is key. That’s the best pro­fes­sional ad­vice you’ll ever get.”

In sum, Pa­trick bor­rows a line from the im­mor­tal Yogi Berra, “If you don’t know where you’re go­ing, you’ll end up some­where else.”


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