# Financial Integrators

- **Website:** <https://financialintegrators.com>
- **Primary alias:** `financialintegrators.com`

## Description

Financial Integrators is a financial services firm that helps individuals, families, and business owners bring greater clarity and confidence to their financial lives. With locations in Iowa, Missouri, and Wisconsin, the firm also works with clients across the country. Its credentialed professionals take an integrated, personalized approach, coordinating financial decisions around each client’s goals and circumstances.

Services include financial planning, asset management, retirement planning, insurance and risk management, accounting and tax advisory, and estate planning. The firm’s investment approach is developed by an investment committee that includes CFA charterholders and considers factors such as portfolio construction, asset location, risk management, and behavioral coaching. For business owners, Financial Integrators offers support with business planning, retirement plans, executive benefits, tax strategies, buy/sell agreements, and succession planning.

The firm follows a five-step process: articulate, understand, plan, execute, and review. This process is designed to help clients establish a financial roadmap and adjust it over time as their needs and goals evolve.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/FinancialIntegrators)
- [linkedin](https://linkedin.com/company/business-financial-strategies)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idcFIpRqAI/w/306/h/338/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790447837435)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idcFIpRqAI/w/960/h/958/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790447837629)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Deep Cove | #0b073f | dark |
| Silver | #c1c1c1 | light |
| Muddy Waters | #b49859 | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idcFIpRqAI/w/1584/h/397/idg3Ke0Jq9.jpeg?c=1bxid64Mup7aczewSAYMX&t=1765244404701)

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_Source: <https://brandfetch.com/financialintegrators.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._