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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

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

More Calculators →

A Roadmap for Your Family

A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

Tax Breaks for College Costs

Three federal tax provisions can help ease the financial strain of paying for rising college costs.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

More Newsletters →

Last Closing Prices

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Dow Jones Industrials 26,071.72 + 0.21
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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