Integrated Financial Strategists was founded by Jason Eichmiller. In his time, Jason has helped over 400 seniors learn about and get Reverse Mortgages and over 1000 families protect their loved ones through Life Insurance.
At Integrated Financial Strategists our motto is "Taking Care of Tomorrow's Needs Today". Every person is different, and every person has different needs. To ensure that we are giving our clients the best possible solution our process revolves around education.
First, we'll ask questions, and we expect you to ask questions as well. We need to learn about you, your situation and your needs. Likewise, you need to know about your options. Only once we have a full understanding of your situation and needs do we make a recommendation.
At Integrated Financial Strategists we understand that reverse mortgages and life insurance are oftentimes confusing, and we do our best to educate you in a way that you can understand.
We are located in Ambler, PA. Although licensed all throughout the country, we enjoy meeting our local clients and friends face to face. Face to face meetings are possible in Bucks County, Montgomery County, Philadelphia, Chester, Delaware, Berks, Northampton, Lehigh Count, Central and Southern Jersey and Northern/Central Maryland.
To speak directly with an expert, simply give us a call anytime or feel free to utilize any of the interactive tools offered throughout the site. Thank you and we will do our best to help.