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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

Real Estate Markets on the Mend

The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.

Anticipating Inflation?

One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 22,956.96 + 0.37
Nasdaq Composite 6,624.00 + 0.28
NYSE Composite 12,359.53 + 0.06

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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