Advisor at Integrated Financial Planning Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Financial Planning Solutions, LLC
Location
Goshen, IN 46526
Credentials
CFP®, CPA
Industry experience
11 years
Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life.
IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.
230
500-1200
Integrated Financial Planning Solutions, LLC
2014 - Present (12 years)
Cambia Health Solutions
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Elkhart, IN
Vitality Wealth Planning
Hi, I’m Brennan, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional. At Vitality Wealth Planning, I help families achieve financial clarity and peace of mind, empowering them to live their best lives with purpose. I believe true wealth extends beyond money—it's about living a fulfilling life with confidence, personal freedom, and the security to pursue what matters most. My work goes beyond numbers and investments. I specialize in guiding multigenerational families, especially those in the "sandwich generation," as they care for aging parents and plan for future generations. With compassion and expertise, I simplify complex financial matters, helping clients navigate estate planning, tax strategies, wealth preservation, and more. My goal is to help people reduce financial stress, align their wealth with their vision, and build a legacy that reflects their core values. Driven by a desire to end suffering, I view money as a tool to bring clarity and purpose to life. Through a holistic approach, I guide clients to make intentional, confident choices that lead to a life of freedom, impact, and vitality.
CFP®, Series 63, Series 66
Goshen, IN
Edward Jones
Series 63, Series 66
Goshen, IN
Edward Jones
CFP®, Series 66
Bristol, IN
Edward Jones
CFP®, Series 66
Elkhart, IN
Edward Jones
CFP®, Series 66
Nappanee, IN
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")