Plan for the retirement that best fits you.
For a limited time, receive your personal simplified retirement analysis, a $750* value, at no cost to you. Book yours today!
Why Work with a Certified Financial Planner®
Simply having a 401k or a retirement savings account that you occasionally contribute to may not be enough. That’s why it’s crucial to understand the different savings options available and figure out which one suits your retirement preferences the best.
This is where a Certified Financial Planner® can help. Aside from their expertise navigating all the retirement options, CFP®’s use a “fiduciary” approach, which means they are legally obligated to put your best financial interests first.
In other words, you are still in control of your retirement plan, while your CFP® acts like a GPS guiding you closer to your financial goals.
Ready to create a personalized retirement plan? Book a complimentary consultation with us today!
About Integrated Investment Strategies
For 30+ years, we’ve assisted Hoosiers in achieving their retirement and financial goals. Unlike traditional financial advisors, we follow a fiduciary approach, prioritizing your financial interests first.
Over the years, we’ve helped families, soon-to-be retirees, and local businesses reach their financial goals with expert planning and calculated risk management.
Integrated Investment Strategies is a registered investment advisory firm located in Carmel, IN
*Simple financial plans can range in price depending on factors related to each individual – this price is a general estimate.