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Our Philosophy

Integrated Financial Planning Center has a philosophy founded in education. We offer seminars to help educate those seeking an understanding of the language and methodology of financial planning. Once the basics of financial planning have been understood, more advanced and sophisticated techniques can be taught and demonstrated.

So it does not matter whether or not you have investment experience, we believe, you will feel comfortable learning in our educational courses. We believe:

"No Account is too small; Financial Planning is for Everyone."

We believe you wouldn't build a house without first spending time developing a set of architectural plans and specifications to guide the builder. In that same vein, we start with a comprehensive analysis and develop strategies for helping you accomplish your goals and objectives without taking any more risk than needed.

A comprehensive review is done at least annually to determine if any of your investments and/or strategies need "fine tuning" so that your goals can be achieved.

FREE INITIAL CONSULTATION

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

Donald Kuhs, Paul Gardner, and Amanda Dunlap are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Texas or other states in which we are licensed. No offers may be made or accepted from any
resident outside the specific state(s) referenced.

Donald Kuhs and Paul Gardner are also separately registered as an investment adviser representative under Integrated Financial Planning Center, a registered investment advisor, offering advisory services in the state of Texas . As such, these services are strictly intended for individuals residing in Texas. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.