Plan for Your Next
Great Adventure: Retirement
Take the first step toward the retirement that you’ve been dreaming of.
Retire with Confidence
Integrated Investment Strategies, Inc. is a leading financial consulting firm in Indiana, specializing in personalized planning solutions, including retirement planning. We offer comprehensive wealth management solutions tailored to your unique needs throughout your financial journey.
Retirement Savings
Building a retirement savings fund is essential for long-term financial security, allowing individuals to accumulate wealth over time through regular contributions and potential investment gains.
Roth IRA & 401K
Utilizing Roth IRAs and 401(k) plans can provide tax advantages, allowing contributions to grow tax-free or tax-deferred, respectively, helping individuals save and invest for retirement efficiently.
Life Insurance
Life insurance can safeguard one’s family and assets, offering financial protection and potential investment opportunities to secure a comfortable retirement for loved ones.
Social Security and Taxes
Understanding the intricacies of Social Security benefits and managing tax implications can optimize retirement income and minimize tax burdens during one’s retirement years.
Legacy and Estate Planning
Effective legacy and estate planning ensure the smooth transfer of assets and wealth to heirs while minimizing tax liabilities, preserving financial legacies for future generations.
Wealth Management
Professional wealth management services provide personalized investment strategies, portfolio diversification, and financial planning to optimize returns and secure a prosperous retirement.
Meet Daniel, Your Personal Financial Advisor
Daniel Lubs, a CFP® professional, proactively helps you navigate through every financial situation. No matter if you’re starting to consider retirement, starting or running a business, searching for investment advice, or looking to improve how tax efficient you are. Daniel can help guide you toward the financial future that you can be confident in.
This is not a solicitation to buy or sell. IIS is located in Indiana and is registered with the IN Securities Division. We conduct business only in those states in which we are registered.
How We approach Growing Your Finances
Fiduciary Approach
Our fiduciary duty means we are legally and ethically bound to act in your best interests, ensuring unbiased advice, transparent decision-making, and personalized solutions tailored to your financial goals.
Data-Driven Decisions
We base our decisions on data and facts rather than personal bias. This fosters innovative strategies and empowers you to make more informed and confident financial decisions.
Risk Conscious
