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Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

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.



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

Is Term Life Insurance for You?

Is Term Life Insurance for You?

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

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Choosing a Business Structure

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

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

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Rightsizing for Retirement

What does your home really cost?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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