Through THE INTEGRATED PROCESS ™ we create a comprehensive investment,
tax, estate and financial plan that is customized for your personal, family and
business needs. There are significant financial long term benefits of a holistic financial plan that
integrates all of your short and long term goals. With an exceptionally experienced team of professionals, Integrated Financial Group
will create a
plan that will help give you confidence for the road ahead. We offer creative strategies in the
following areas:
•Comprehensive Financial Planning
•Investment strategies & Asset Management Programs
•Estate Tax Reduction Strategies
•Business Succession
•Retirement Planning
•Life Insurance
•Non-Qualified Deferred Compensation Plans
Your Service Team:
801-993-0507 • Josh Harper • Chief Compliance Officer
801-993-0505 • Allie Dunn • Elite Client Services
801-993-0505 • Victoria Jeppson • Elite Client Services Assistant
801-993-0511 • Mikaila Curtis • Executive Assistant
801-993-0512 • Pamela Fanning • Executive Assistant
801-993-0510 • Brandee Coleman • Executive Assistant
801-993-0521 • Derek Peine • Investment Specialist
801-993-0517 • Quinn Ringer • Operations Specialist
801-993-0509 • Mana Angilau • Operations Specialist
801-993-0508 • Braxton Barber • Operations Specialist
801-993-0522 • Tyler Ehninger • Operations Assistant
801-993-0516 • Scott Peck • Financial Paraplanner
* Securities and investment advisory services offered through Royal Alliance Associates, Inc, Member FINRA/SIPC and a Registered Investment Adviser. Insurance services offered through Integrated Financial Group, which is not affiliated with Royal Alliance. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.
