About Integrated Financial Management

While you’re working and in your earning years, it can be easy to get lost in day-to-day concerns and lose sight of the bigger picture: What are your plans for life after work, and how can a financial plan help you get there? 

We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around building wealth that can last to and through retirement. From our initial meeting, we want to know what your dream retirement looks like. Once we've established your needs and ideal lifestyle, we'll develop a roadmap designed to help you make the most of your golden years.

Beyond your plan, we're here to provide guidance for several aspects of your financial picture. No two retirements are alike, so whether you want help with an estate plan, or are looking at going back to college, we’re here to help. 

Through this collaborative approach, we aim to help retirees enjoy their post-career years the way they want to.

 

Our Core Values

 

Transparency

Through frequent meetings and reviews, we want to keep the line of communication with you open at all times. You’ll always receive our honest feedback, including any potential conflicts of interest.

 

Support

Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

 

Growth-Focused

Learning is a lifelong process. As the world and the markets change, we also change so we can stay informed on modern investment information and technology

 

Ready to plan your dream retirement? Schedule a meeting with one of our professionals to see how a customized plan can bring you closer to your goals.

Schedule a Call Today

Edward | Financial Planner | Integrated Financial Management

Edward Lewis

Certifications: Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contracts), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law), Series 24 (General Securities Principal), Enrolled Agent, Life, Health, and Accident Insurance
edlewis@ifm-pgh.com
For over 32 years, Ed has been helping his clients navigate financial roadmaps through implementing financial plans based on each individual’s risk...
Cole | Integrations Analyst | Integrated Financial Management

Cole Lewis

Certifications: Securities Industry Essentials (SIE), Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law) , Life Accident and Health Licenses
cole.lewis@ifm-pgh.com
Prior to joining IFM, Cole worked in the IT Consulting industry as an Integrations Analyst. Coding Workday integrations with his team at Avaap had...

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Our Process

It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 

We believe a detailed planning process can be one of the most effective ways to create financial independence. An effective plan may not only provide financial independence throughout your life, but it can also reduce the damage disability, critical illness, or other sudden losses of income may have.

 

So what are the steps?

 

Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

 

Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

 

Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to reach your goals via a solid, tax-efficient portfolio.

 

Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

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