Integrated Financial Solutions, Inc.

Integrated Financial Solutions is a SEC-registered investment adviser based in Virginia, established in 2001 by M. Michael Tafazoli, ChFC. The firm offers individual portfolio management, Vision2020 Wealth Management Platform, and retirement plan consulting services. They provide financial planning services based on clients' needs and circumstances, including insurance, savings, investments, and retirement benefits. The firm manages over $226 million in discretionary assets as of 12/31/2024. Clients pay a negotiable quarterly account fee based on assets under management. Integrated Financial Solutions does not charge performance-based fees and primarily serves individuals, businesses, trusts, and charitable organizations. The firm uses fundamental and technical analysis for investment decisions and offers long-term purchases of mutual funds, stocks, ETFs, and bonds. Clients have the option to place restrictions on their investments. The firm's Code of Ethics ensures high ethical standards and compliance with securities laws. Integrated Financial Solutions recommends Pershing, LLC as a custodian for client accounts and does not vote proxies on behalf of clients. The firm does not have custody of client assets and does not require prepayment of fees exceeding $1,200. Integrated Financial Solutions has not been subject to bankruptcy in the past ten years.