Integrated Financial Concepts, LLC

We are honored to bring this free workshop to you!  The workshop you registering for is for informational purposes.  This is not a sales event. 

About the Presenter: Bill Kearney is the owner of Integrated Financial Concepts, a wealth management company with a strategic focus in the area of college planning for high school-aged students and families. 

We serve the Lake Norman community, including Iredell, Cabarrus, and Mecklenburg counties. 

The objective of our program focuses on two areas:

Student Positioning - We work with students to assist them in narrowing their college search based on their interests.  Don’t worry if your student is unsure of their career path!  Our process will help them uncover their interests and then match them up with colleges that specialize in these areas.  In addition, we work with parents and students to ensure that students will graduate on time, in four years.

Family Financial Positioning  - Did you know that your financial picture will determine if you over pay for college?  To ensure that they do not overpay for one of life’s most expensive endeavors, we assist parents in positioning their finances so that they have the best opportunity at obtaining gift aid from the institutions of choice. In addition, we work with families to strategically recover the money they will spend on college.

Our bottom line is this - The families who receive the most financial aid are the families who understand how the financial aid system works.  Which family will you be?

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