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INTEGRATED FINANCIAL PLANNING CENTER, LLC — SBA Loan Record (Austin, TX) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/TX

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SBA lending record

INTEGRATED FINANCIAL PLANNING CENTER, LLC

1015 BEECAVE WOODS DR, Austin, TX 78746 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$10K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is INTEGRATED FINANCIAL PLANNING CENTER, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$10,000 — FY2021

Gross approval: $10,000
SBA guaranteed: $7,500 (75%)
Status: Current
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/3/2021
First disbursement: 6/30/2021
Days to fund: 27 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: PNC Bank, National Association
Address: 1015 BEECAVE WOODS DR
City: Austin, 78746
County: Travis
SBA district office: SAN ANTONIO DISTRICT OFFICE
Congressional district: 10

The lender

PNC Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding miscellaneous financial investment activities — by location, industry.

SBA lenders in Texas Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in Texas

Similar businesses

Comparable miscellaneous financial investment activities in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

FATIMA NAQINIA

Austin, TX· ~3 mi

Miscellaneous Financial Investment Activities

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Wamigo Family Limited Partnership

Lakeway, TX· ~11 mi

Miscellaneous Financial Investment Activities

$1.1M
SBA financing: ≈ $2.2M–$3.7M
Est. revenue (rough)

JPC Financial Services, LLC

Wichita Falls, TX· ~252 mi

Miscellaneous Financial Investment Activities

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

W2 Capitalist LLC

Gulf Breeze, FL· ~639 mi

Miscellaneous Financial Investment Activities

$25K
SBA financing: ≈ $48K–$80K
Est. revenue (rough)

BIGGSANDBIGGS FINANCIAL ARCHITECS

Denton, TX· ~207 mi

Miscellaneous Financial Investment Activities

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Charis Legacy Partners, LLC

Bryan, TX· ~93 mi

Miscellaneous Financial Investment Activities

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for INTEGRATED FINANCIAL PLANNING CENTER, LLC in Austin, TX (Miscellaneous Financial Investment Activities). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $10K
On record FY2021
Industry: Miscellaneous Financial Investment Activities
Location: Austin, TX
Lender: PNC Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in TX for ~$10k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/integrated-financial-planning-center-llc-tx
API:: https://dealroom.so/api/public/businesses/integrated-financial-planning-center-llc-tx
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is INTEGRATED FINANCIAL PLANNING CENTER, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with INTEGRATED FINANCIAL PLANNING CENTER, LLC.