Integrated Financial Concepts, LLC
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
Hello, I’m Bill Kearney.
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I think I was always destined to be a planner… I grew up in the Lake Norman, NC area, so when the news came that my town was getting an NFL team, I asked my Dad if he would buy season tickets. Dad said he would be glad to buy a seat, as long as I was willing to earn the money needed to buy my own seat. Seat licenses cost $5,000 each, so I mapped out my very first “financial plan”—the one to get from zero dollars to $5000 in one summer. By the end of that summer, I had 30 clients and 4 friends working for me—and I had saved enough money to buy a season ticket (and a new set of wheels for Dad’s mower).
Fast forward a few years to the business I founded, Integrated Financial Concepts, LLC. I am a planner because I am passionate about people and finances. I believe that most people are inherently wise and understand that they need a plan, a roadmap to follow. But their problem is that they just can’t find an advisor in whom they trust, so they go without a plan. And unfortunately, they soon find out that traveling the retirement journey without a well-designed roadmap is not a good idea.
Money is important, but really, money is just fuel for your journey through life. Holistic planning ensures that money is put to its highest and best use, which, in large part, will determine how enjoyable your journey will be.
I graduated from the University of Tennessee in 2001 and again in 2003. After school, I started my career in financial services. I learned pretty quickly that being independent would allow me to be unbiased and holistic in my planning practice. When you work for a company, there is always the corporate push to sell their products. My focus is to choose the very best for my clients and being an independent Fiduciary gives me the ability to shop the market and make superior recommendations without external pressure to sell or produce.
I have been featured in numerous national publication, including Forbes and CNBC, and I am the co-author of “Remarkable Retirement – Volume 2”, available at local booksellers and on Amazon.com
When I’m not working, I enjoy spending time with my wife and my two boys. Physical fitness is a passion and a great stress reliever so if I’m not creating your retirement income plan, or playing with the family, you’ll might look for me at the gym.
If you have any questions, I’d be happy to speak with you.
Warmest Regards, Bill Kearney
President Integrated Financial Concepts, LLC