Take Control

Financial planning is a topic most people do not like to talk about. Like a strict diet, managing your assets requires discipline, time and honesty. If those three elements are applied to a diet, the results can be dramatic and rewarding. Financial Planning is no different. If you are honest about where you stand financially, disciplined enough to make the changes necessary, and are devoted and committed to the plan, the results can be a strategy that helps safeguards your family, helps protect against life’s unexpected events, and creates a road map to a retirement you have always envisioned.

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Fee-Based Management

Fee-Based Management

Commissions, loads, and sales charges are absent¹ from our investment advisory platform. This reinforces the fiduciary duty we have to our clients, as we have a vested interest in every portfolio we manage.

Retirement Planning

Retirement Planning

Retiring with peace of mind requires a sound investment strategy and a strong income plan. We can provide the guidance, tools, and services you need to help you prepare for the retirement you envision.

Health Care Costs

Health Care Costs

Health care continues to be one of the largest expenses in retirement. If you're not factoring health care costs into your retirement savings strategy, you could be setting yourself up for an enormous shock.

Investment Strategies

Investment Strategies

Whether you’re new to investing or seeking direction to put your financial situation on the right path, we have the tools, insight, and other resources to help you make smart investment decisions.

Insurance Strategies

Insurance Strategies

Insurance cannot only help protect you against unpredictable events, such as death or a long term disability, but it can also help guarantee income for a portion of your assets during retirement.

Financial Planning

Financial Planning

Assess your current financial health, and develop a realistic, comprehensive financial plan to meet all of your financial goals by addressing your weaknesses and exploiting your financial strengths.

Education Planning

Education Planning

College costs are sky-rocketing. The earlier you start saving, the better. Learn the most tax efficient ways you can save for your child's education.

Maximize Social Security

Maximize Social Security

The Social Security system is enormously complex. The decisions you make now could mean thousands in additional income during retirement.

Estate Planning

Estate Planning²

The resources you need to help answer your estate planning questions and to help you better understand why it is an important piece of the financial planning process.

¹Depending upon the client's investment objective, a retail account, in which transaction costs and commissions apply, may be more suitable.

² Estate planning is an integral part of financial planning. Integrated Financial Concepts are not tax attorneys. However, we can refer an attorney should wills/trusts need to be created as part of your entire financial plan.

See how Integrated Financial Concept's unique financial strategies can help you accomplish your financial goals.