Tailored financial services for business owners

Our services help business owners focus on growth while we handle investments and financial planning, retirement plans, tax strategies and more.

Professional financial and retirement services for business owners

At Financial Integrators, we provide a full suite of business services designed to help your business owner clients focus on what they do best, running their business. Our team offers specialized financial planning for business owners, including investment management, tax strategies and business succession planning. With our support, you can help clients maximize stock options, protect key employees and structure buy/sell agreements that secure their business’s future.

Our business services that help attract and secure business owner clients include:

Retirement plan services: Comprehensive solutions for defined contribution, defined benefit, comparability, non-qualified, ESOPs, executive bonus plans, 401(k) options and more.
Business owner financial planning: Tailored plans to help meet unique goals.
Investment management: Expertise in managing concentrated equity positions.
Executive benefits: Support with executive bonus plans and maximizing stock options.
Business succession planning: Guidance on preserving or passing on business ownership from a Certified Exit Planning Advisor (CEPA®).
Tax planning: Strategies to optimize tax obligations and maximize savings.
Captive insurance and key employee protection: Solutions to safeguard key talent and assets.

From helping you prospect and secure business, to serving as subject matter experts on your team, we help you capitalize on the satisfying opportunity to serve the broad needs of business owners and their employees; creating deep relationships and enduring value.

To learn more contact:

Rob Edwards

Retirement Plans Relationship Manager

BBA, Finance and Minor in Spanish, Iowa State University

Rob is a registered representative and principal with over 25 years experience working with employer-sponsored retirement plans. He assists plan fiduciaries with all aspects of retirement plan design and ongoing plan management. Rob is passionate about helping employers optimize their retirement plan benefits to drive desired business and participant outcomes.

Joined Firm: 2024