Our Services

We serve individuals and businesses in all areas of financial management, including: 

 

 

 

 

  • Retirement planning
  • Tax management
  • Estate planning
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Risk management
  • Education funding
  • Investment Planning
    Helping your business attract and retain qualified employees through benefit packages.
  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Recommending investment and accumulation strategies to help you pay for your children's education.
  • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

 Investments:

  • 401k Rollovers
  • Mutual Funds
  • Managed accounts
  • REITs
  • Traditional and Roth IRA
  • Sep IRA, Simple IRA
  • 529 College accounts
  • Limited Partnerships
Insurance:
  • Long-Term Care Insurance
  • Variable Universal Life Insurance
  • Health Savings accounts
  • Term and Whole Life Insurance
Planning:
  • Personal financial needs
  • Retirement needs
  • Estate tax funding
  • Education funding 
Integrated Investment Strategies Inc. offers an extensive approach to professional investment/advice management and financial products. We offer clients an hourly, management or a brokerage fee approach to implementing investment recommendations.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck