Integrated Investment Strategies, Inc.

Professional Independent Investment Advisors for YOU and YOUR financial interest

 What is your financial strategy?

Do you have a strategy, or are you doing what everyone else seems to be doing? Are you buying investments because they fit with your strategy, or are you just reacting to recent events?

Advisors at Integrated Investment Strategies spend considerable time getting to know you and your investment objectives, investment time frame and your risk tolerance. We utilize academic principles of investing to achieve and preserve the long term purchasing power for our clients.

As advisors whose primary goal is to help you live comfortably and confidently in retirement, we will work with you to meet the challenges of financial decision making by creating a long-term financial portfolio that extends through retirement. Professional advice can make the difference.

 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Consider Taxation When Setting Compensation

The tax considerations involved in setting a small-business owner’s compensation.

LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,386.03 + 0.23
Nasdaq Composite 6,875.08 + 0.51
NYSE Composite 12,668.22 + 0.20

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck