ABOUT US

Comprehensive Financial Planning

Origin and Concept

Integral Financial Planning, LLC was created in Hialeah, Florida (United States) with the objective of providing business consulting services to small businesses and individuals, with an emphasis on the financial, marketing and international business areas, and, as a complement, offering risk coverage, through a licensed insurance portfolio for the State of Florida.

Mission

Integral Financial Planning, LLC provides objective, truthful, timely and feasible business advice to strengthen small businesses and guide potential investors and individuals towards the achievement of their objectives, acting with values of ethics, responsibility, confidentiality, honesty and respect.

Sustainability of small businesses in the country

Integral Financial Planning, LLC was born committed to improving the life expectancy and sustainability of small businesses in the country, since, according to the diagnosis of the Small Business Association – SBA, 78.6% of small businesses exceed their first year of life, 50% manage to survive the first 5 years, and only 33% survive 10 years or more. In other words, 67% of the ventures fail to complete a decade of working satisfactorily.

29.6 million small businesses

The previous analysis is very relevant, to the extent that the United States of America has around 29.6 million small businesses that represent 99.9% of all companies in the country and, without a doubt, are the backbone of the economy. national by contributing 44% of GDP and are the largest generators of employment.

However, the panorama of this type of business is complex because, in addition to the disadvantage of their size, small companies were weakened by the outbreak of covid 19: Only 63% of companies were profitable during 2020 and 60% paralyzed its operations temporarily or closed forever.

Solution Portfolio

Integral Financial Planning, LLC seeks to support the repair and maintenance of the business fabric of the United States of America, especially supporting the smallest companies, which are the generators of 52.64% of the country’s workforce, which represents around of 125 million jobs.

Without a doubt, low sales and weak cash flow are factors that lead small businesses to failure. Therefore, Integral Financial Planning, LLC offers two lines of business namely:

Financial Protection and Prevention Services

Risk coverage

Times of uncertainty and the difficulties of the global economy force people to reflect on their reality and their financial future. For this reason, citizens must prepare themselves in the best way to face the challenges that life brings through financial planning tailored to their needs and financial possibilities, including short, medium and long-term objectives.

Therefore, with the aim of providing a comprehensive service that complements business consulting, Integral Financial Planning, LLC offers a portfolio of financial products related to risk coverage and the culture of prevention, through the marketing of a insurance duly licensed for the State of Florida. Insurance is, above all, a financial product aimed at people who need to plan and define strategies to manage their personal and family finances, and neutralize or anticipate the risks inherent to their work and personal activities.

Financial Protection and Prevention Services

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