Retirement is on the horizon; this is an exciting time. But with the excitement comes uncertainty. You may have looming questions or thoughts around how you’re going to pull it all off without over-stressing.

Our team specializes in guiding clients through the three stages of retirement. The first stage is uncertainty, where you likely stand today.

As financial planners, investment managers, and CPAs, we’re here to help you make smart financial choices, grow and preserve your investment portfolio, and reduce taxes. We provide personalized planning to help you move from uncertainty, into stability, and ultimately, reflection.

We strive to:

  • Address your most pressing concerns

  • Build a sustainable cash flow plan aligned with your retirement vision

  • Help protect you from the unexpected

At Integrated Wealth Management, we build a relationship with each client. We want you to feel confident in us as professionals, but also as genuine people who care about your future and well-being. You’ll be personally connected with a CPA and CFP® professional, dedicated to helping you make the most of your retirement. In addition, you’ll receive:

  • An evidence-based investment strategy and a personalized financial plan to help give you the confidence and security to move forward

  • Ongoing tax planning with a CPA to minimize expenses

  • Fiduciary advice from a fee-only Registered Investment Advisor that puts your interests first

  • A secure online portal offering up-to-date investment information  

Our mission is to build relationships while sharing our expertise in integrated wealth management. We’re here to provide confidence so you can enjoy retirement to the fullest.

RECENT BLOGS

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In the countdown to retirement, you and your spouse must be walking in stride as you check the boxes on your retirement to-do list. When retirement is in your 5 to 10-year plan, it’s time to get serious, and we’re here to help you and your partner align on a plan that suits your goals.

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Retirement Account Contribution Limits Are on the Rise — See Where They Sit in 2024
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You may want to bookmark this blog. We’re talking about retirement account contribution limits — and what you read today can help you outline the big goals you have for bumping up your retirement savings efforts in 2024. As the year unfolds, check back to monitor your progress. If you fall off the savings train — revisiting your goals is a great way to regain the momentum you started the year off with. 

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5 Tools for Estate Planning
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Estate planning is a broad term that encompasses assuring all of your affairs are in order should something happen to you. There are various planning mechanisms that can make up your estate plan. The goal is to help ensure your assets are transferred per your wishes, your finances are managed if you become incapacitated, tax considerations are made, and your plan reduces stress on loved ones who will step in and manage your estate.

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Let’s discuss how we can help you get the most out of retirement. Schedule a complimentary, 30-minute call.