Integrated Financial Group

Integrated Financial Group is a Financial Planner in South Jordan, UT. They help individuals, families, and business owners manage their wealth and assets to pursue their goals, offering a full range of financial planning services designed to protect the future and provide for families for generations. The firm holds a 4.90 rating from the customers who have reviewed it.

The firm's approach centers on The Integrated Process, a three-step method that begins with a discovery meeting to understand what an ideal future looks like, moves to an evaluation of resources to determine the best course of action, and concludes with a comprehensive plan tailored to unique goals. Their services are organized into three areas: Grow, covering wealth management, business transaction planning, entity planning, and income tax strategies; Preserve, including estate tax planning, asset protection, family wealth projections, and life insurance; and Give, with legacy planning, charitable foundations, and donor advised funds. The team, led by partners and co-founders Sam C. Clark and Les Barber, includes Managing Partner Casey D. Kotter, CFP, CRPC, along with partners and advisors such as Cortney Albanese, Mana Angilau, CFP, Quinn Ringer, and Tyler Ehninger. They also encourage prospective clients to ask questions about their fiduciary status, experience, credentials, fees, and investment philosophy before meeting.

The office is located at 10600 S Jordan Gateway Suite 210, situated directly on Jordan Gateway and South Jordan Parkway, about 0.2 miles from Gateway Park and 0.3 miles from Big Willow Creek.

Integrated Financial Group is known for building relationships based on trust, and their positive customer rating reflects that reputation. They are an experienced team dedicated to building customized portfolios tailored to each client's life, working to help clients pursue their ideal retirements.

For those ready to take the next step, the firm offers a straightforward path to getting started, with the team available by phone at 801.993.0550 or 801.993.0507 to schedule a meeting.