Delafield, WI (PRWEB) September 22, 2007
Physicians and other health care professionals who are part of the Aurora/Advanced Healthcare merger in the Milwaukee area will now be able to access free financial tips from Integrated Financial Solutions, Delafield.
The tip line number is 1-800-690-4616 and offers 24-hour financial planning information relevant to physicians affected by the merger. Topics include how to manage lump-sum payouts, tax strategies, asset protection, benefit selection, and estate planning.
IFS is not affiliated with or retained by Aurora Medical Group or Advanced Healthcare.
"We realize that, as a group, physicians have specialized financial planning needs," said Brion S. Collins CLU, ChFC®, CFP® managing partner of Integrated Financial Solutions in Delafield. "We believe this provides an excellent means for physicians to stay informed on timely issues while they are going through the buyout with Aurora."
Many physicians face unique financial challenges, such as planning for buy-outs, avoiding "get rich quick" schemes, and preventing liability exposure. "These are issues that require customized solutions," said Collins. "We don't believe in a 'one-size-fits-all' approach, nor do we believe that financial planning is limited to 'asset management."
Integrated Financial Solutions, LLC is a fee-based, comprehensive financial planner. IFS offers customized strategies designed to help grow, protect, and conserve wealth by delivering an outstanding level of personalized service and expertise. Owners Brion S. Collins CLU, ChFC®, CFP® and Todd W. Sivak CFS, ChFC®, CFP® have over twenty years of combined experience in wealth management.
IFS was recently named "Best Place to Work" by the Milwaukee Business Journal in August, 2007. In addition, Brion S. Collins was honored as the Top Financial Planner in the country by MML Investor Services, the third year in a row that Collins has received this award.
brioncollins @ finsvcs.com
Integrated Financial Solutions
709 Milwaukee St.
Delafield, WI 53018
Disclosure: The information provided herein is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek specific advice from their personal tax or legal counsel. Brion S. Collins, CLU, CERTIFIED FINANCIAL PLANNER™ Professional is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc. 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717 608-829-0015. Todd W. Sivak, CFS, CERTIFIED FINANCIAL PLANNER™ Professional, is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc. 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717, 608-829-0015. Visit IFS on the Web at http://www.IFSfinancial.net. CRN200909-094394