Plan for Your Next
Great Adventure: Retirement
Sign-up for a free retirement planning consultation and receive your “retirement passport” to help you start creating a retirement plan that best aligns with your lifestyle.
Set Yourself Up for Retirement Success
You May Not Be Doing Enough for Your Retirement
Simply having a 401k or another retirement savings account that you occasionally contribute to may not be enough to financially prepare you for the retirement you envision.
That’s why it’s crucial to understand the different savings options available and figure out which one suits your retirement preferences the best.
How to Choose the Right Retirement Option
From 401k’s and Roth IRA’s to traditional pension plans and GIA’s, a qualified, fiduciary financial advisor can help you choose the right plan that best aligns with your retirement expectations and 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 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.
How we Help You Grow Your Finances
Fiduciary Approach
Your goals and personal financial endeavors always come first.
Data-Driven
We let data and facts act as our financial compass rather than personal bias.
Risk-Conscious
We prioritize risk management, balancing financial choices to ensure security while progressing towards your goals.
Schedule a Free consultation with Us
Fill out the form below for a free consultation with Daniel Lubs, a CERTIFIED FINANCIAL PLANNER™, at one of our local Indy offices (virtual meeting also available). After booking the consultation, we’ll send you your own “retirement passport” planning guide to help you get started creating a retirement plan that best fits with your expectations.
