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5401 32nd Ave NW, Suite 201 - Gig Harbor, WA 98335    |    Phone (253) 851-0717    |    Fax: (253) 851-0727    |    Get Office Directions

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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.

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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.

Helpful Content

What to Look for in a Long-Term Care Policy

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

How Income Taxes Work

A quick look at how federal income taxes work.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.


Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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