Integrated Financial Group, LLC

Overview

The firm creates tailored financial plans through “The Integrated Process,” which centers on discovering goals, evaluating resources and creating a comprehensive plan.

History

Sam C. Clark co-founded Integrated Financial Group in 2007 with James Davenport, Steve Fullmer and Les Barber.

Leadership

### Sam C. Clark, Financial Advisor

Sam C. Clark has worked as a financial advisor since 1989. His approach considers the full financial picture beyond risk tolerance and investments.

### Les Barber, Co-Founder

Les Barber co-founded the firm in 2007 and holds Series 7 and Series 66 securities qualifications.

### Casey D. Kotter, CFP®, CRPC®, Partner

Casey D. Kotter joined the firm as a partner in 2012. He provides investment advisory, estate, retirement and business-succession planning.

### Cortney Albanese, Retirement Planning and Portfolio Allocation Specialist

Cortney Albanese specializes in retirement planning and portfolio allocation. She holds Utah life-and-health insurance, Series 7 and Series 66 qualifications.

Services

Integrated Financial Group provides wealth management, business transaction planning, entity planning, income-tax strategies, estate-tax planning, asset protection, family wealth planning and life insurance. Its broader planning work includes legacy planning, charitable foundations, donor-advised funds, investment strategy and retirement cash-flow analysis.

What the firm offers

• Financial planning
• Tax planning
• Philanthropy
• Risk and insurance
• Retirement planning

Client Focus

The firm serves individuals, families and business owners with tailored financial plans addressing personal wealth, family wealth, business decisions, succession, retirement and charitable objectives.

Approach

“The Integrated Process” organizes client work around discovering goals, evaluating resources and creating a comprehensive plan.

Securities and investment-advisory services are offered through Osaic Wealth, Inc. Insurance services are offered through Integrated Financial Group.

FAQs

Related resources

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.