Best Providers

The ability to listen, understand and interpret client specific needs is an art. When combined with knowledge and experience it can yield true client focused professional advice and guidance. Integrated Benefits Solutions (IBS) mission is to help clients define and reach their financial goals, and to leave a legacy which represents their values.

The IBS team successfully provides value to shareholders and employees by structuring integrated business continuation plans, personal financial plans and legacy planning solutions. By combining extensive knowledge of employee benefits and financial planning, IBS is skilled in the delivery of employee financial education and can provide financial planning services to executives, business owners or employees in a format and depth needed to meet their unique personal financial planning needs.  

The IBS team understands today’s marketplace and can deliver new ideas to generate greater results.  Our firm is comprised of CERTIFIED FINANCIAL PLANNERS™ Certified Employee Benefits Specialists (CEBS), Chartered Life Underwriters (CLU), Accredited Investment Fiduciaries (AIF), Certified Public Accountants (CPA), and security registered professionals. Securities and Financial planning offered through LPL Financial Member FINRA/SIPC.

Contact:
Don Atherton, President
Telephone: 713-706-3600, extension 21
E-mail: don.atherton@ibslinks.com