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Retirement Planning with Your Future in Mind
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Wealth Management Begins with a Plan....
I founded Integrated Financial Strategies in 2000 with the intention of serving retirees and pre-retirees who seek a life-centered financial planning approach. My goal is to assist you in creating a vibrant life by providing unbiased wealth management and strategic life planning.
As a Registered Representative of Commonwealth Financial Network, I draw on the resources of a large network of professionals, including experts in asset allocation, risk management, retirement planning, estates and trusts, and tax planning.
I welcome the opportunity to be of service to you and invite you to sign up for our newsletter, "Financial Planning Focus," and to register for our workshop, "Designing Your Life in Retirement". I look forward to hearing from you.
Warmly,
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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