Independent Advisor, Objective Advice

Integrated Financial Management is an independent financial advisor firm dedicated to providing you with comprehensive financial planning and wealth management services.

If your goals include:

... you need an objective partner who earns your trust by placing your best interests first always.

That’s where we come in. At Integrated Financial Management, we combine the following credentials to offer you the highest levels of professional and personalized financial advice: Personal Financial Specialist (PFS); Certified Financial PlannerTM (CFP®); Retirement Income Certified Professional® (RICP®); and Certified Public Accountant, CPA.

We advise middle-income and affluent individuals and families seeking prudent financial and wealth management planning, we assist affluent individuals with wealth transfer techniques, and we help businesses with retirement planning issues. As independent advisors we are not limited to products and services offered by any one company, and commissions and sales quotas do not influence our advice.

If you’re ready for a financial partner who offers thorough, diligent, and objective advice based on your individual needs and goals, contact us today at (337) 312-0920 or

Check the background of this firm and investment professional on FINRA's BrokerCheck

Financial Planning

Longer lifespans have made planning your financial future more important than ever: The risk of outliving your assets is too great to leave retirement planning to chance.

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Wealth Management

Great success in business and in life can lead to complex financial situations. At Integrated Financial Management, we specialize in providing wealth management services to individuals and families facing complicated financial issues.

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About Us

Integrated Financial Management was founded in 2000. The goal of our firm always has been to deliver comprehensive, independent financial planning and wealth management services to individuals, families, and businesses.

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Income for Life

With improvements in healthcare, diet, and exercise habits, Americans are generally living longer lives and enjoying more active and vibrant retirements. Early retirement has also become more common, thus resulting in many retirees facing the challenge of not outliving their retirement assets.

Our Planning Process

When you partner with Integrated Financial Management, your road to financial security begins with a Mutual Discovery Meeting. It’s the beginning of a comprehensive fact-finding process that will give us a deep understanding of your goals, your tolerance for risk, and your desired lifestyle.

Case Studies

Bob faced a common question as he prepared to retire from a company that provided him with a defined-benefit pension plan: Would it be more advantageous for his financial future to elect a guaranteed income payout or a lump-sum payment?