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Who we are; what we do; and why we do it...We have a unique approach & a qualified team to deliver on our promise.
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What is Integrated Planning

We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.

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Our Client Process

We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.

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Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Debt Stress

There’s a link between debt and stress.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Retirement Plan Distributions

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Ready for Retirement?

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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