Providing financial education and guidance
We value our community and all those within it, and work everyday to offer them a variety of insurance products to pave a path towards reaching their financial goals. Their needs, goals and demands are the ground on which we have built our business, and our greatest fulfillment lies in seeing our clients living the retirement life they’ve always dreamed of.
President & Founder
Rick Myers is the president and owner of Integrated Financial Services, Inc. Rick has over 35 years of experience in successfully analyzing and solving the retirement issues of seniors. His background and experience enables him to provide straightforward explanations of financial concepts and alternatives that are easy for his clients to understand and implement. He has helped hundreds of families plan for their future, protect their assets and enjoy a financially successful retirement.
Rick Myers is one of the few individuals nationwide who holds the following licenses and/or designations: CERTIFIED FINANCIAL PLANNER (TM), CFP (R), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), Chartered Adviser for Senior Living (CASL). He is a member of the society of Financial Service Professionals. He holds a life, health and accident insurance license with the State of Michigan and specializes in retirement and tax planning. Additional educational, biographical, and/or disciplinary information will be provided up request should a client deem it relevant to the professional relationship.
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Helping you meet your financial goals is the foundation of our business.