Our Ideal Customer

We are a full service financial planning firm that serves the full spectrum of individuals and businesses both large and small. Our ideal client is someone that is looking for guidance around their financial, insurance, and planning needs

About Us

At Integrated Financial Concepts we believe that the cornerstone to financial success is a carefully thought-out strategy — a strategy that has specific goals, and is funded and/or insured by the appropriate vehicles to help meet these goals. This type of strategy is best developed by you and a team of highly qualified and dedicated financial services representatives — the kind of professionals affiliated with Integrated Financial Concepts. We are ready to assist you in creating, implementing, and reviewing a plan that will help you meet your personal or business needs and goals.

You're in good company. Integrated Financial Concepts, has developed relationships with people like you, to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and investment strategies, utilizing a variety of products and services.

Financial Services

With broad knowledge and experience, we can educate you on a wide range of business and personal financial solutions, including: • Wealth Management Services • Highly customized, Monitored, Actively Managed Advisor Driven Portfolios • Retirement planning • 401 (k) Rollovers / Implementation...
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Our Team
Thomas Kobylinski from Integrated Financial Concepts
Thomas Kobylinski
Investment Advisor Representative
Nathan Dant from Integrated Financial Concepts
Nathan Dant
Client Relationship Manager
James Lindell from Integrated Financial Concepts
James Lindell
Personal Assistant
Michael Krzywdzinski from Integrated Financial Concepts
Michael Krzywdzinski
Investment Advisor Representative