Private Wealth Management For Select Individuals
At Integrated Financial Services, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Read Our Retirement
We are a team of financial advisors with over 40 years of combined experience. We help individuals, small businesses, and foundations solve their most complex financial challenges so they may achieve their goal of wealth accumulation and preservation.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How Income Taxes Work
A quick look at how federal income taxes work.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How long does a $20 bill last?
It may help your business be better prepared in the event of the death of a principal or key employee.
Term insurance is the simplest form of life insurance. Here's how it works.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A change in your mindset during retirement may drive changes to your portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate