Based in Tempe Arizona, IFS strives to provide innovative and comprehensive Wealth Management Strategies for Individuals, Families, Business Owners, and their Employees. IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions. We act as a fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients. Serving clients locally in Arizona and across the nation.
|Firm Start Year:||2008|
|States Licensed in:||AZ|
|Number of Years with Current Firm:||12|
|Work Experience:||Joseph Weber, CFS AAMS CPFA AIF is a fee-only financial planner based in Tempe, AZ with over 19 years of experience in financial planning and investment management. Joe is a fiduciary and founder of Integrated Financial Solutions, PLLC (IFS). He works with a wide range of clients, businesses and individuals/families, throughout the US to help identifying and pursuing their goals. Prior to becoming a financial planner, Joe worked at a local CPA firm in Mesa, AZ. That experience helps him look at your plan and investments more efficiently, and to be more tax conscious of any actions. In 2016, Joe was honored to be one of Financial Times Top 401 Retirement Advisors in the country. Certified Funds Specialist CFS® Accredited Asset Management Specialist AAMS® Certified Plan Fiduciary Advisor CPFA® Accredited Investment Fiduciary AIF® IFS offers numerous cost effective solutions for our clients and always acting in our clients interest.|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Investment Types:||Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments|
|I can meet clients in the following ways:||Via Email, At your home, At my office, Via Phone, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Life, Variable Annuity, Long Term Care, Variable Life|
|Advisor's Number of Clients:||300|
|Advisor's Number of Managed Clients:||300|
|Advisor's Number of Planning Clients:||100|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||150000|
|Compensation Methods:||Based on Assets, Hourly|
Joseph Weber is a fee-only financial planner located in Tempe, AZ with offices in Mesa, Gold Canyon; and serving the entire Phoenix area and clients across the country. Integrated Financial Solutions, PLLC (IFS) provides comprehensive financial planning and investment analysis to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Weber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Financial Planning for Businesses
Will your business continue to provide financial security for you, your key employees and your families? Through our strategic relationships, we can help provide tailored strategies and solutions for business owners and executives.
Financial Planning for Individuals
Financial planning isnt about aggressive money-making ideas, its about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.
Financial Advice & Consulting
IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions. We act as a Fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients. Serving clients locally in Arizona and across the nation.
|Tempe||Scottsdale; and serving the entire Phoenix area and clients across the country|
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