Private Wealth Management For Select Individuals
Offered Through Kalos Financial
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
For many, retirement includes contributing their time and talents to an organization in need.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Ascertaining the value of your business is important for a variety of reasons.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.