This is Fred Ball for Zions Bank, speaking on business.
After his father passed away, James Davenport and his mother met with advisors about his father's estate and were frustrated to discover that the planning was incomplete. Knowing what a structured and thorough businessman his father was, James wondered how this could have happened. It made him sad to learn the truth: his father didn't feel there was anybody he could trust for sound financial advice.
That was the incentive for James, who had always been good with numbers, to become a financial advisor — one people like his father could come to for objective advice. He spent 11 years working for another company. In 2007, with the help of three partners, Sam Clark, Steve Fullmer and Les Barber, and nine staff members who all shared his philosophy of integrity and trust, James opened Integrated Financial Group.
Integrated Financial Group works primarily with business owners to provide comprehensive financial planning that includes investment and portfolio planning, tax strategies and business succession. The Salt Lake City company has three main objectives: finding innovative solutions for clients, coordinating a client's key advisors such as attorney and CPA and being a catalyst to make the plan happen.
The firm has developed a trademarked VisionMapTM Process, designed to aid clients in discovering their vision of an ideal future and identify the necessary resources to accomplish it. James tells me Integrated Financial Group simplifies the financial planning process, saving time and making it easier for clients to understand. Clients love the summarized plans that are simple to understand and implement.
Integrated Financial Group is distinguished by its focus on integrity, unique time-saving procedures and quality employees. And unlike many other financial planning services, this process and approach has increased the number of clients coming to the firm despite the bad economy. James anticipates that the company will continue its rapid growth.
For Zions Bank, I'm Fred Ball. I'm speaking on business.
Integrated Financial Group 3115 Lion Lane, Ste. 310 Salt Lake City, UT 84121 801-993-0505 www.theintegratedprocess.com