Financial Services
From family financial planning and retirement to business and investments guidance, Integrated Investment Strategies is here to help.
Financial Planning
To achieve your financial goals, a transformative plan is crucial. We start by evaluating your current position and creating a comprehensive roadmap to turn your aspirations into reality. From retirement planning to insurance and tax optimization, we provide complete coverage. Our commitment goes beyond guidance; we support you every step of the way, helping you overcome any obstacles. Let’s start this journey together and shape your financial future into something extraordinary!
Retirement Planning
When it comes to retirement planning, many individuals prioritize saving money. However, our firm takes a different approach. We understand the importance of choosing the right retirement vehicle (like an IRA, Roth, or 401k) and strategically planning for taxes. This includes efficiently integrating social security benefits to maximize savings. But our focus goes beyond these aspects. We know that achieving your desired retirement lifestyle is equally important. That’s why we offer a comprehensive financial plan to guide you towards your retirement goals. Let us assist you in turning your retirement dreams into reality.
Investment Management
To succeed in investing, you need a long-term commitment and a strategic approach to asset allocation. We understand your unique needs, goals, and preferences. Considering taxes, liquidity, and growth potential, we create a customized strategy that aligns with your aspirations. With over 30 years of experience, our investment principles lay a strong foundation for your financial journey. Let’s embark on this exciting path together!
Business Financial Planning
We specialize in creating business plans that prioritize structure, tax efficiency, and employee benefits. Through close collaboration with clients, we identify organizational frameworks, minimize tax liabilities, and design personalized benefit programs. Whether launching a new business or fortifying an established enterprise, our objective is to establish a strong financial foundation, enabling you to navigate challenges, seize opportunities, and cultivate a prosperous future.
Personal Financial Coaching
Embark on a transformative financial journey with our personalized coaching services. With a deep understanding of your goals, challenges, and aspirations, we provide expert support in budgeting, saving, and investing. Our practical strategies optimize your financial health, whether you’re managing debt, planning life events, or aiming for long-term wealth accumulation. Let’s build a sustainable and prosperous future together, offering a remarkable approach to financial well-being.
Estate Planning
A well-crafted estate plan is vital for long-term financial strategy. We acknowledge that addressing this aspect can present challenges, but rest assured, we are here to closely collaborate with you and your estate attorney. Together, we will articulate your desires and utilize resources to execute a comprehensive strategy for transferring assets to your beneficiaries or the next generation.
Home Office
Carmel | 600 E Carmel Dr, 46032
Email: info@integratedinvestments.biz
Tel: 317-843-5577
Hours
Monday – Friday | 9 AM – 4 PM
Saturday & Sunday | Closed
Other Meeting Locations Around Indiana
Noblesville | 23 S 8th St, 46060
Fishers | 11650 Lantern Rd, 46038
Indianapolis/ Fort Harrison | 9165 Otis Ave, 46216
Plainfield | 2680 E Main St, 46168
Greenwood | 3209 W Smith Valley Rd, 46142