Plan for Your Retirement
Take the first step toward the retirement that you’ve been dreaming of.
Set Yourself Up for Retirement Success
Your retirement should go beyond simply dropping a few bucks in a savings jar. We’ll teach you how to get the most out of your money and work with you to help you achieve your retirement goals.
Why 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 over our own.
Flat-Fee Only, no Strings Attached
Gone are the days of commission-based financial planners, draining their clients of their hard earned wealth, one percentage at a time.
Instead, we utilize a flat-fee approach that reflects the unique financial situation of each of our clients. The best part about this: when we help you make money, you actually get to keep it.
Have Questions? Let us Know
Fill out the form below for a free consultation with a CERTIFIED FINANCIAL PLANNER™, at one of our local Indy offices (virtual meeting also available). Be sure to add any details about your retirement goals and financial situation in the notes section.
