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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

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

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.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Inflation & Retirement

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

What Is My Current Cash Flow?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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