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Financial Planning

Every big milestone—graduation, marriage, parenthood, retirement—comes with its own set of financial demands and decisions. At Integral Wealth, our goal is to help you plan for a financial future that supports your personal values and goals. With thoughtful financial planning and decision-making, you can use money as a tool to help build the life you want.

Financial Planning Services

  • Retirement Planning
  • Insurance Planning and Analysis
  • Beneficiary Planning
  • Education Planning
  • Investment Tax Management
  • Income Needs Analysis
  • Senior Needs Analysis
  • Disability Needs Analysis
  • Long-Term Care Needs Analysis
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Why Is Financial Planning Important?

When it comes to financial planning, the biggest problem most people face is a lack of coordination. You may have an IRA, an insurance policy, a will, etc., but do you have a financial blueprint to coordinate everything? At Integral Wealth, we are financial planning professionals. We can help you identify your goals, design a plan, and coordinate all the pieces.

To build a strong financial blueprint, we’ll start by identifying your goals for the following scenarios:

  • I/We would like to be able to retire/be financially independent at age _____. Meaning we have $X of income until age X, factoring X% inflation.
  • In the event that _____ should die prematurely, we would like to provide $X of income to maintain the other partner’s standard of living for X years and provide the following expenses for the children: $X, $X, $X.
  • In the event that both partners die prematurely…
  • In the event of disability…
  • In the event of chronic illness…
  • In the event of both deaths…
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Retirement Planning

Later in life, financial needs and priorities tend to shift. Have you reached a point where you are ready to retire, slow down, or move onto your “Phase 2”? Whether you decide to retire and pursue passion projects or continue working while enjoying free time on the side, the key is to have some sort of “Phase 2” in sight—to retire to something. And to set yourself up financially so that you can have the freedom to pursue your dreams. Visit our blog for more info.

At Integral Wealth, we are committed to helping people like you create strategies for your retirement assets. Once we understand your risk tolerance, time horizon, and goals, we work diligently to develop a program tailored to your needs and aspirations.

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Why Choose Integral Wealth?

We’re not your average financial advisor. We operate with empathy and understanding, and we specialize in creating comprehensive strategies that are customized to your unique financial planning needs. We anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success.

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