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Financial Integrators

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Des Moines, IA
Financial Integrators

Financial Integrators aligns financial, investment, estate, accounting and tax components into a cohesive plan.

Financial Integrators is a forward-thinking financial services firm specializing in comprehensive
financial, investment, estate, accounting, tax and retirement plans for individuals and businesses. With a focus on collaboration and strategic integration, Financial Integrators aligns every financial
component into a cohesive plan, giving clients the peace of mind they need to focus on their future.

Financial Integrators also serves as an Office of Supervisory Jurisdiction (OSJ), providing financial
advisors across the country with access to resources, subject matter expertise, and operational
support. Guided by a Board of Directors, the firm consists of over 100 professionals in four locations. Investment adviser representative and registered representative of, and Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through, Cambridge Investment Research Advisors, Inc a Registered Investment Adviser. Business & Financial Strategies and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

07/17/2026

FRIDAY FUN FINANCIAL FACT - July is National Grilling Month!

DID YOU KNOW?
National Grilling Month serves as a case study for international trade and tariff impacts. In recent years, analysts have noted a 13% price increase on popular domestic and imported beers, alongside a significant drop in fireworks imports (which fell from $600 million to an estimated $350 million). Financial firms track these "holiday premiums" to determine how much of the cost increase is being absorbed by corporations versus being passed directly to the consumer.

07/16/2026

Jeff Pacha is a dedicated financial planner who focuses on creating personalized strategies to help his clients achieve their retirement and estate planning goals. He believes in building lasting relationships by focusing on what matters most to each individual and family, and designing plans tailored to their unique objectives.

A four-year varsity letter winner for the Iowa Baseball team, Jeff continues to be involved in the community as a board member of the Johnson County I-Club.

Follow the link below in the comments to learn more about Jeff and our Financial Integrators Team.

07/15/2026

Please LIKE this post to wish the following Financial Integrators Team Members a Happy Work Anniversary in July!

07/12/2026

"An investment in knowledge always pays the best interest." -Benjamin Franklin

From those first wobbly steps to the proud walk across the graduation stage, the journey happens in the blink of an eye. We often wish we could slow down the clock, but while we can't stop time, we can prepare for where it’s taking them.

Whether it’s a daughter’s dream university or a grandson’s passion for discovery, we all want to be able to say "Yes" when that acceptance letter arrives. 🎓

Are your savings keeping pace with their dreams?

Take a moment today to see where you stand. Our quick College Savings Calculator helps you bridge the gap between their first day of school and their first day of the rest of their lives.

👉 https://www.financialintegrators.com/resource-center/investment/college-savings

Because they grow up fast—make sure your legacy for them grows even faster.

07/10/2026

FRIDAY FUN FINANCIAL FACT - July is National Grilling Month!

DID YOU KNOW?
🗽The National Retail Federation (NRF) uses July 4th as a litmus test for the "health of the American consumer." In 2025, planned per-person spending on food items for the holiday hit approximately $92.44. For financial institutions, this figure is more than just a grocery bill—it’s a high-frequency data point used to forecast quarterly earnings for major big-box retailers and to gauge whether "discretionary" spending is holding steady against inflation.

07/06/2026

POV: When it comes to saving for college, everyone wants the front row, but the seat you get depends on when you join the "Presale".

Secure your spot at Financial Integrators and drop your section in the comments—where are you sitting for your children’s (or grandkids’) 'College Tour'? 👇

🎟️ SECTION A: The VIP Pit (The 529 Plan)
The Experience: Closest to the stage. You see every detail.

The Cost: You paid early during the "Verified Fan Presale".

The Perk: Tax-free growth. Because you got in early, your money has the best "view" (compounding). You also snagged some goodies along the way (state tax deduction).

🎟️ SECTION B: Lower Bowl (The Roth IRA)
The Experience: Great views and very comfortable.

The Cost: A solid investment, but you’re likely using "Reward Points" (Retirement funds) to be here.

The Perk: If the concert gets canceled (the kid skips college), you can still use the ticket for a different show (your retirement). It’s the ultimate flexible pass.

🎟️ SECTION C: Upper Deck (UGMA/UTMA)
The Experience: You’re in the building, but you might need binoculars.

The Cost: You paid full price at the box office right before the show.

The Perk: You can leave the stadium at any time and spend your ticket money on a hot dog or a souvenir—no penalties, but no special "VIP" tax breaks either.

🎟️ SECTION D: General Admission (High-Yield Savings Account)
The Experience: You’re technically at the concert, but you’re behind a pole.

The Cost: You can change your mind 5 minutes before the opening act and spend the money on a merch hoodie instead. No penalties, no rules.

The Perk: The seat might be different, but the degree sounds just as sweet.

07/03/2026

Financial Integrators will be CLOSED on Friday, July 3rd, 2026 in observance of The 4th of July holiday and we will resume regularly scheduled business hours on Monday, July 6th, 2026.

Reminder: We cannot accept trade orders through email.

07/02/2026

New Energy. Same Excellence. Please join us in giving a warm welcome to the newest members of the Financial Integrators Team.

Our team is officially growing, and we couldn’t be happier to elevate the way we support and celebrate your financial wins.

Asset Management Team: Grant Vorwerk and Jordan Robinson

Administrative Associate Team: Jaclyn Miller, Taylor Kinney, Jula Rees

Fractional CFO & Accounting Team Lead: Ashley Johnson

07/01/2026

Kevin Lehman is a financial advisor and partner at Financial Integrators. Kevin began his career in financial services over 15 years ago where he led teams dedicated to providing retirement planning solutions nationally. Today, individuals and families benefit from his vast knowledge, experience and passion for helping navigate their financial futures. Kevin’s goal is to ensure his clients feel understood, informed and educated as they partner with him to achieve their goals.

Follow the link below in the comments to learn more about Kevin and our team.

06/30/2026

"Stop Budgeting, Start Cooking: The Secret Recipe for Your Cash Flow"

To get a clear view of your cash flow, treat your money exactly like following a recipe for a dinner party. Use the 50/30/20 Rule as your guide to ensure your "financial meal" is optimally balanced.

The Master Recipe (Your Budget Pie) 🍽️

🍴50% The Main Course (Needs): The essential ingredients like rent, utilities, and groceries that keep the party going.

🍴30% The Side Dishes (Wants): The flavor! This is your dining out, hobbies, and entertainment.

🍴20% The Appetizers (Savings) / The Check (Debt): Start your meal by ordering an appetizer to ensure you "save" first. Once you've enjoyed the feast, pay off your debt like the final check so you can leave the table debt-free.

🥡Leftovers: Save any additional portion you set aside to ensure your kitchen is stocked for tomorrow’s goals.

👨‍🍳Chef’s Kiss: Taste the sauce as you go by checking your cash flow monthly. It’s much easier to fix a "salty" dish halfway through than to save a ruined dinner once it’s already on the table.

Address

4140 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

https://www.financialintegrators.com/

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