Financial Integrators

Financial Integrators Financial Integrators aligns financial, investment, estate, accounting and tax components into a cohesive plan.

Financial Integrators is a forward-thinking financial services firm specializing in comprehensive
financial, investment, estate, accounting, tax and retirement plans for individuals and businesses. With a focus on collaboration and strategic integration, Financial Integrators aligns every financial
component into a cohesive plan, giving clients the peace of mind they need to focus on their future.

Financial Integrators also serves as an Office of Supervisory Jurisdiction (OSJ), providing financial
advisors across the country with access to resources, subject matter expertise, and operational
support. Guided by a Board of Directors, the firm consists of over 100 professionals in four locations. Investment adviser representative and registered representative of, and Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through, Cambridge Investment Research Advisors, Inc a Registered Investment Adviser. Business & Financial Strategies and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

FI welcomes Kaylee to the Financial Integrators team!She is joining Financial Integrators as a Retirement Plans Service ...
06/03/2026

FI welcomes Kaylee to the Financial Integrators team!
She is joining Financial Integrators as a Retirement Plans Service Associate.

We polled FI Financial Advisors and...the Results Are In!To keep clients’ goals and strategies aligned, here is where ou...
06/02/2026

We polled FI Financial Advisors and...the Results Are In!

To keep clients’ goals and strategies aligned, here is where our advisors are placing their primary focus during mid-year financial reviews:

31% Retirement Readiness & Cash Flow Sustainability
69% Portfolio Rebalancing & Tax-Loss Harvesting

At Financial Integrators, precision and alignment are our 2026 mid-year priorities. We believe success stems from constant communication. While our advisors lead with a strategic focus for the months ahead, our clients' needs always drive the agenda.

📩Contact Us Today for your Complimentary Financial Planning Consultation! @financialintegrators.com

The Common Thread: The ultimate proof of money's durability isn't just that it stays clean in your wallet—it’s that even...
05/29/2026

The Common Thread:

The ultimate proof of money's durability isn't just that it stays clean in your wallet—it’s that even after being "killed" by fire, water, or time, its physical remains are robust enough to be legally resurrected.

Experts at the Bureau of Engraving and Printing can use scalpels, microscopes, and chemical stabilizers to peel apart bills that have been submerged in water for years or fused together in a house fire. As long as 51% of a bill is identifiable, the government will replace it at full face value. They handle roughly 30,000 claims a year, redeeming over $30 million in money that most people would have assumed was physically "destroyed."

Greg McLaughlin, CEPA® is a financial advisor and founding partner at Financial Integrators. Greg prides himself on the ...
05/28/2026

Greg McLaughlin, CEPA® is a financial advisor and founding partner at Financial Integrators. Greg prides himself on the concept of an ensemble firm - a collaborative team working together to create holistic financial plans tailored to the individual needs, wants, and wishes of every client.

Over the years, Greg has successfully built businesses outside of wealth management, allowing him to provide unique, high-level strategies for business owners looking to optimize their retirement and legacy.

Greg is deeply committed to the personalized needs of the individuals and families served at Financial Integrators while also spearheading business development for the firm.

Follow the link below in the comments to learn more about Greg and our team.

FI welcomes Randy to the Financial Integrators team!He is joining Financial Integrators as a Relationship Manager.
05/27/2026

FI welcomes Randy to the Financial Integrators team!
He is joining Financial Integrators as a Relationship Manager.

Financial Integrators will be CLOSED on Monday, May 25th, 2026 in observance of Memorial Day and we will resume regularl...
05/25/2026

Financial Integrators will be CLOSED on Monday, May 25th, 2026 in observance of Memorial Day and we will resume regularly scheduled business hours on Tuesday, May 26th, 2026.

Reminder: We cannot accept trade orders through email.

The durability of money isn't just about not tearing; it's about not rotting. Because bills are made of organic fibers (...
05/22/2026

The durability of money isn't just about not tearing; it's about not rotting. Because bills are made of organic fibers (cotton/linen), they are technically edible to certain fungi and bacteria. To prevent "biologically induced" degradation, the paper is treated with biocides and sized with starches that make the bill a hostile environment for the microbes that would otherwise eat it.

05/21/2026

"Our goal at is to protect your wishes and prepare your legacy for the next generation. "
-Kelli Brix, CFP® Financial Advisor at Financial Integrators

Estate Planning: A lifetime of work. A legacy of love. Make it permanent.

Lane Clevenger, CFP®, CEPA® is a financial advisor and founding partner at Financial IntegratorsFinancial Integrators. L...
05/20/2026

Lane Clevenger, CFP®, CEPA® is a financial advisor and founding partner at Financial IntegratorsFinancial Integrators. Lane approaches wealth management holistically as he helps business owners and families turn financial complexity into clarity.

With his Certified Exit Planning Advisor (CEPA®) designation, Lane specializes in guiding business owners through the critical phases of growing, protecting, and successfully transitioning their companies.

Beyond his work with clients, Lane leads the firm’s recruiting efforts. He is passionate about mentoring other financial professionals and helping them envision and design their dream practices.

Follow the link below in the comments to learn more about Lane and our team.

💡Did you know? Approximately 70% of Americans turning 65 today will need some form of long-term care in their remaining ...
05/19/2026

💡Did you know? Approximately 70% of Americans turning 65 today will need some form of long-term care in their remaining years. Most people think Insurance is just for the "worst-case scenario." But in 2026, it’s actually about living with less stress.

Think of it this way:
✅ Life Insurance is your family’s safety net, ensuring your home and lifestyle stay secure no matter what.
✅ Long-Term Care (LTC) Insurance is your safety net. It protects your hard-earned savings from being wiped out by healthcare costs, letting you choose how and where you receive care.

📊 Don't leave your future to chance—Try our Long-Term Care Calculator: https://www.financialintegrators.com/resource-center/insurance/long-term-care-needs-1

Connect with an expert at Financial Integrators today!
☎️ 515.453.2222
🌐 www.financialintegrators.com

Address

4140 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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