Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Integrated Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you put together a well-crafted plan, bringing the pieces of the retirement puzzle together to give you clarity and confidence with our IWM Five-Step Retirement Game Plan.

5 Piece Puzzle

IWM Five-Step Retirement Game Plan

Our IWM Five-Step Retirement Game Plan is designed to help our clients see their financial picture with clarity, looking at five crucial concerns of retirement:

  • Income Planning
  • Investment Planning
  • Tax Minimization
  • Health Care Planning
  • Legacy Planning

We offer services in these areas:

Income Planning

Our goal is to help ensure your expenses are paid month to month for the rest of your life.


Social Security Maximization
Income & Expense Analysis
Inflation Plan

Investment Planning

Create an investment plan for the remaining assets that you do not need to draw from month to month.


Volatility Control
Evaluating ways to reduce risk
Safety, Income & Growth Strategy


Retirement planning that includes a strategy for decreasing tax liabilities.


Assessing the taxable nature of your current holdings
Strategizing ways to include tax-deferred or tax-free money in your plan


Address rising healthcare costs with a minimum of expense.


Look at all aspects of Medicare, Part A, B and D
Analyzing options for Long-Term Care Plan


Provide for the people and causes you care about the most.


Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
Prevent you IRA and qualified account from becoming fully taxable to your beneficiaries upon your death
Locating and protecting every asset

Integrated Wealth Management has the unique capability and expertise to coordinate the efforts of a “Professional Team” to help you accomplish your goals.

We can also refer you to professionals who provide the following services:

Charitable Giving

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Ready to Take
The Next Step?

For more information about how we can provide a clear plan and vision of your retirement, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.896.1644.