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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What are your options for investing in emerging markets?