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.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

New Life for Your Old Insurance Policy

Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

Chasing Performance vs. Diversification

While chasing performance can lead to disappointing returns, diversifying investments may help manage risk.

HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing

The debt ceiling may become a focal point during upcoming federal budget and tax reform negotiations. Here’s why.

More Newsletters →

October 17, 2017 @ 03:50 PM

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