Integrated Financial Planning Services was founded over 25 years ago in Heidelberg, Germany. Since its inception, the firm has focused on providing financial services to expatriates throughout Europe and the rest of the world.
We are experts in understanding the nuances of international investing, including the tax implications. We’re committed to providing you with the right counsel, wherever you are in the world.
We partner with many of the world’s most renowned investment companies to bring you investment options with a history of prudent money management. We have partnerships in place with many investment companies, personally selected to provide you with a large variety of investment options.
We will work with you to build an investment portfolio and a financial plan which match your goals.
We pride ourselves on providing a high level of personal service to all of our clients. We believe that one of the most important values we bring is in helping our clients strengthen their own resolve to reach the financial goals they have set.
Getting to know you is the basis of arriving at a financial plan that can support all that you work hard to achieve for yourself and your family.
As an independent broker/dealer, we are free to select the companies that we want to partner with. This allows us to choose the best strategy for our clients without being influenced by the pressure to offer proprietary funds.
In the end, this translates to unbiased advice and a flexible approach from a firm which is committed to aligning itself with the client’s needs.